Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$34,263,362,316
ClientsTotal clients
15,740
AdvisorsAdvisors at this office
2
Of 306 advisors across 91 offices
Location
Dallas TX
Advisors at this office
2
Advisors at this office
Hunter S
CFP®, Series 63, Series 66
Dallas, TX
MAI Capital Management, LLC
Hunter Shoemake is a CFP® with five years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Prior to joining MAI in 2026, he worked at Hilltop Securities and Charles Schwab & Co., Inc. Shoemake's background also includes roles outside finance at Golf Galaxy and Lifetime Fitness. 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, institutions, and corporations. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services through its affiliated companies.
Logan F
Series 65
Dallas, TX
MAI Capital Management, LLC
Logan Frasier is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining MAI, he worked at Treloar & Heisel and has been involved with Collegiate Entrepreneurs Painting Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and retirement plan consulting services to a range of clients, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.
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