Wealth Manager
    SEC Registered
    Manages Private Funds

    Mai Capital Management, LLC

    Registered investment advisor · Cleveland, Ohio · CRD #109807

    Assets Under Management
    $52.1B
    Client Accounts
    48,547
    Employees
    562
    CRD Number
    109807
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mai Capital Management, LLC

    MAI Capital Management is a registered investment adviser and wealth manager based in the U.S., founded in 1973. The firm focuses on empowering clients to simplify, protect, and grow their wealth through personalized and comprehensive services. With a boutique approach, MAI combines the entrepreneurial spirit with the resources of an established leader, emphasizing authenticity, diversity, and community engagement. The company offers a range of integrated wealth management services, including f

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Mai Capital Management, LLC

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    Frequently Asked Questions

    What is Mai Capital Management, LLC's AUM?

    Mai Capital Management, LLC reports approximately $52.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mai Capital Management, LLC headquartered?

    Mai Capital Management, LLC is headquartered in Cleveland, Ohio.

    What is Mai Capital Management, LLC's CRD number?

    Mai Capital Management, LLC's CRD number is 109807. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mai Capital Management, LLC manage?

    Mai Capital Management, LLC manages approximately 48,547 client accounts according to its latest SEC filing.

    Is Mai Capital Management, LLC SEC registered?

    Yes, Mai Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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