Columbus, OH Bethel Road Office
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MAI Capital Management, LLC
Enterprise
Firm-wide stats for MAI Capital Management, LLC
About
MAI Capital Management, LLC provides discretionary and non‑discretionary investment management, integrated wealth management, retirement plan consulting, and family‑office services to a mix of individuals (including high‑ and ultra‑high‑net‑worth clients), families, sports professionals, trusts, and institutional clients such as pension and profit‑sharing plans, endowments, foundations, and corporations. As of May 31, 2026, MAI reported $72.3 billion in assets under management and offers trust administrative services through MAI Trust Company, LLC and insurance administration through its MAI Insurance affiliate.
The firm customizes portfolio management and asset‑allocation recommendations across a range of strategies — including equity, dividend, focused equity, taxable and tax‑exempt fixed income, ETF implementations, and private investments — and implements those strategies using in‑house portfolio managers, third‑party sub‑advisers, unified managed account models, and wrap programs as appropriate to client objectives. MAI integrates financial planning, tax and bill‑pay services into many client relationships and describes formal monitoring and valuation processes for sub‑advisers and private investments in its disclosure materials.
MAI serves in both product‑sponsor and advisory roles that are less common among peers of its size: it is the investment adviser to a registered mutual fund (the MAI Managed Volatility Fund) and acts as adviser, general partner, or manager to numerous private funds and investment‑related LLCs, including vehicles that charge performance‑based fees. The firm also disclosed a majority equity acquisition by affiliates of The Carlyle Group effective June 4, 2026, and identifies related‑person/affiliate conflicts and supervisory policies stemming from that affiliation in its ADV.
Based on MAI Capital Management, LLC
Expertise
Based on MAI Capital Management, LLC
Location
1151 Bethel Road, Suite 204 B
Columbus OH 43220
Advisors at this office
6
Advisors at this office
Pik Ling C
CFA®
Columbus, OH
MAI Capital Management, LLC
Pik Ling Cheung is a CFA® charterholder with 10 years of industry experience. She has worked at MAI Capital Management, LLC since 2025 and previously spent 10 years at J.W. Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies, including equity and fixed income portfolios, and offers services such as financial planning, tax coordination, and trust and insurance administration.
Keith B
Series 65
Columbus, OH
MAI Capital Management, LLC
Keith Blankemeyer is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked for Coons Advisors for 18 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.
John M
Series 63, Series 66
Columbus, OH
MAI Capital Management, LLC
John Mccorkle is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He previously worked for J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. He holds the Series 63 and Series 66 designations. MAI Capital Management 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 institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning and tax services into client relationships.
Robert H
CFA®
Columbus, OH
MAI Capital Management, LLC
Robert Hoffman is a CFA® charterholder with 21 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent 20 years at JW Coons Advisors, LLC. MAI Capital Management, LLC 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 manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other services into many client relationships.
James C
Series 65
Columbus, OH
MAI Capital Management, LLC
James Coons is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds the Series 65 designation and previously operated J. W. Coons Advisors, LLC for over two decades before joining MAI Capital Management in 2025. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a variety of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional accounts. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.
Frank S
Series 63, Series 65
Columbus, OH
MAI Capital Management, LLC
Frank Siegel is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies tailored to client needs and integrates financial planning, tax, and administrative services into many client relationships.
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