Fayetteville, AR Office

Team
Updated today

Client AUM

$34,263,362,316

Clients

15,740

Advisors

2

Of 305 advisors across 91 offices

Location

605 W Dickson, Suite 201

Fayetteville AR 72701

Advisors at this office

2

Advisors at this office

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James B

CFA®, Series 65

Fayetteville, AR

MAI Capital Management, LLC

James Bell is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously spent 19 years at Garrison Asset Management, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and trust services as part of its comprehensive approach.

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

CFA®, Series 63, Series 65

Fayetteville, AR

MAI Capital Management, LLC

Kerry Bradley is a CFA® charterholder with 26 years of industry experience. He is currently with MAI Capital Management, LLC, having joined the firm in 2024 after 25 years at Garrison Asset Management LLC. 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 customizes portfolio management across multiple strategies and also offers trust and insurance administration 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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