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Dustin E

CFP®, Series 66

Dallas, TX

MAI Capital Management, LLC

Dustin Eldridge is a CFP® professional with 13 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. His prior roles include positions at Waterloo Capital, TEAM Private Wealth Management, Tolleson Private Wealth Management, Carter Advisory Services, Southwestern Investment Group, and Raymond James. He serves on the boards of the USF Center for Entrepreneurship and the C5 Foundation of Texas, both nonprofit organizations. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm manages $72.3 billion in assets and offers customized portfolio management using a variety of strategies and service models, alongside integrated financial planning and advisory roles including oversight of registered mutual funds and private investment vehicles.

Private / alternative investments Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Tax strategies for small businesses Founder/Business Owner
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