A complete list of active advisors currently associated with Mai Capital Management, LLC
Warmer can help you find a great advisor at Mai Capital Management, LLC or one who fits your needs even better.
MAI Capital Management is an SEC‑registered enterprise adviser reporting $51,285,860,550 in assets under management as of December 31, 2025, and provides discretionary and non‑discretionary investment management, integrated wealth management, and retirement plan consulting. Its client base includes individuals (including high‑ and ultra‑high‑net‑worth clients), families and family offices, trusts, sports professionals, and institutional clients such as pension and profit‑sharing plans, endowments, foundations, and corporations. The firm describes a customized, client‑specific approach to portfolio management that combines fundamental equity analysis, laddered fixed‑income strategies, dividend and focused equity strategies, and ETF implementations, with tactical allocation and periodic rebalancing. MAI also offers model portfolios to unified managed account sponsors, sub‑advisory relationships, wrap‑fee program participation, and a suite of wealth services (tax, estate, philanthropy and bill‑pay) intended to integrate with investment management. What distinguishes MAI from many enterprise peers is its multi‑product footprint: it acts as adviser to a registered mutual fund (the MAI Managed Volatility Fund), serves as manager or GP for a large slate of private funds that use performance‑based fees, and operates as a sub‑adviser to third‑party managers while participating in UMA and wrap platforms. The firm’s recent launch of MAI Trust Company (a South Dakota‑chartered trust company) and its explicit service to specialty client groups such as sports professionals and family offices reflect an operational scope and institutional relationships that are less common among firms of its size.
To learn more about the advisors currently working at Mai Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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