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Matthew C

Series 63, Series 65

Little Rock, AR

MAI Capital Management, LLC

Matthew Chaffin is a financial advisor at MAI Capital Management, LLC in Little Rock, AR, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Smith Capital Management and Crews & Associates, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of portfolios and offers integrated financial planning and related services, serving both advisory and product-sponsor roles.

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

Series 66

Little Rock, AR

MAI Capital Management, LLC

Jay White is a financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Smith Capital Management, Inc. for 19 years before joining MAI Capital Management in 2020. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, institutional clients, and sports professionals. The firm employs a range of portfolio management strategies and combines financial planning with tax and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

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

Series 63, Series 65

Little Rock, AR

MAI Capital Management, LLC

Stephen Chaffin is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He held prior roles at Smith Capital Management from 1996 to 2020 before joining MAI Capital Management in 2020. He holds Series 63 and Series 65 licenses. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning with services such as tax and bill payment.

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

CFP®, Series 66

Little Rock, AR

MAI Capital Management, LLC

Joshua Danforth is a CFP®-certified financial advisor with 21 years of industry experience, currently with MAI Capital Management, LLC since 2021. His prior roles include positions at Purshe Kaplan Sterling Investments, Legacy Capital Wealth Partners, Kestra Financial Services, and Merrill. Outside of advisory work, he is an owner of a real estate business. MAI Capital Management serves a diverse client base including high-net-worth individuals, families, and institutional investors, offering discretionary and non-discretionary investment management along with integrated wealth and retirement plan consulting services. The firm employs a range of portfolio strategies managed through both in-house teams and third-party sub-advisers, and provides additional services such as trust administration and insurance through affiliated entities.

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