Dallas, TX Thomas 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
3110 Thomas, #131
Dallas TX 75204
Advisors at this office
4
Advisors at this office
Jeffrey F
Series 65
Dallas, TX
MAI Capital Management, LLC
Jeffrey Fritts is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has held roles at firms including Evoke Advisors and Service Academy Capital Management, as well as senior positions at Marsh & McLennan Companies and Willis Towers Watson. Outside of investment advisory, he serves as CEO of Senior Planning & Eldercare Services, Inc., a non-investment-related eldercare business. 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 offers a range of customized portfolio strategies and serves as an investment adviser to mutual funds and private investment vehicles.
Scott P
Series 63, Series 65
Dallas, TX
MAI Capital Management, LLC
Scott Phillips is a financial advisor at MAI Capital Management, LLC in Dallas, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors and Service Academy Capital Management, LLC. 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 manages $72.3 billion in assets and offers a broad range of customized portfolio strategies, combining in-house management with third-party sub-advisers and integrates financial planning and tax services into many client relationships.
Carley B
Series 65
Dallas, TX
MAI Capital Management, LLC
Carley Bohn is a financial advisor at MAI Capital Management, LLC with two years of industry experience. She holds the Series 65 designation and has previously worked at Evoke Advisors and Service Academy Capital Management LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a range of strategies through internal and external managers and offers additional services such as trust administration and insurance.
Brian S
Series 63, Series 65
Dallas, TX
MAI Capital Management, LLC
Brian Sears is a financial advisor at MAI Capital Management, LLC with Series 63 and Series 65 licenses and 30 years of industry experience. His prior work includes roles at Service Academy Capital Management, Barclays Capital, Neuberger Berman, Lehman Brothers, and Merrill. He is a founding partner, chairman, and CEO of Service Academy Capital Management and holds a minority stake in an online music retailer. MAI Capital Management, LLC provides 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 customized portfolio strategies implemented through in-house managers, sub-advisers, and other vehicles, with reported assets under management of $72.3 billion as of May 2026.
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