Reston, VA 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
3
Of 305 advisors across 91 offices
Location
11710 Plaza America Drive, Suite 1010
Reston VA 20190
Advisors at this office
3
Advisors at this office
John W
CFA®
Reston, VA
MAI Capital Management, LLC
John Witcher is a CFA® charterholder with 15 years of industry experience. He has worked at MAI Capital Management, LLC since 2023 and previously spent 13 years with Cambridge Associates, LLC. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into client relationships.
Bradley S
Series 65
Reston, VA
MAI Capital Management, LLC
Bradley Smith is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at MTX Wealth Management for nine years before joining MAI Capital Management in 2019. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and bill-pay services within many client relationships.
Steven T
CFP®, Series 65
Reston, VA
MAI Capital Management, LLC
Steven Trax is a CFP® with 21 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked for 12 years at Mtx Wealth Management, 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 $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house management with third-party advisers and integrated financial planning services.
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