Hurricane, WV Office

Team
Updated today

Client AUM

$34,263,362,316

Clients

15,740

Advisors

3

Of 305 advisors across 91 offices

Location

3981 Teays Valley Road

Hurricane WV 25526

Advisors at this office

3

Advisors at this office

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David L

CFP®, Series 63, Series 65

Hurricane, WV

MAI Capital Management, LLC

David Lanham is a CFP® professional with 32 years of industry experience. He is currently with MAI Capital Management, LLC and previously worked for 45 years at Lanham, O'Dell and Company, Inc. MAI Capital Management, LLC offers 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 investment strategies and provides additional services including trust administration and insurance 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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David W

CFP®, Series 63, Series 65

Hurricane, WV

MAI Capital Management, LLC

David Williams is a CFP® with 30 years of industry experience. He is currently with MAI Capital Management, LLC and previously spent 39 years at Lanham, O'Dell & Company. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple investment strategies and integrates financial planning, tax, and administrative services into many client relationships.

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

Series 63, Series 65

Hurricane, WV

MAI Capital Management, LLC

Robert O'Dell is a financial advisor at MAI Capital Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lanham, O'Dell and Company Inc. and L.O.C. Financial Products Co. for 45 years. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services across its client relationships.

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