Mai Capital Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

109807

SEC number

801-58104

Firm type

RIA

Assets under management

$52.1B as of May 7, 2026

Website

www.facebook.com/maicapitalmanagementllc ↗

Phone

(216) 920-4800

Address

6050 Oak Tree Blvd, Cleveland, OH, 44131

Advisors at this firm

242 in our index · page 4 of 5

• Jacob OneyCRD 8090094 · Cincinnati, OH
  IA Registered
• Grant OsborneCRD 6886863 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Gregory A PalacorollaCRD 5565694 · Marriottsville, MD
  IA Registered
• Joseph Louis PalkoCRD 5335335 · Cleveland, OH
  IA RegisteredRegistration inactive
• Andrew Douglas PalmerCRD 2827779 · Los Angeles, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph Francisco PantojaCRD 5185914 · Durham, NC
  IA RegisteredRegistration inactive
• Kirsty Jane PeevCRD 5781862 · Ashburn, VA
  IA Registered
• Rafael Julian PerezCRD 2826210 · Cleveland, OH
  IA RegisteredRegistration inactive
• Katherine Jean PerknerCRD 6922021 · Ponte Vedra Beach, FL
  IA RegisteredRegistration inactive
• Charles Clayton PerryCRD 4673919 · Ponte Vedra Beach, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Craig Steven PettiCRD 4156393 · Cleveland, OH
  IA RegisteredRegistration inactive
• Marla Kim PettiCRD 6542984 · Beachwood, OH
  IA RegisteredRegistration inactive
• Brandon Richard PhillipsCRD 4258855 · Charlotte, NC
  IA Registered
• Michael Anthony PietzakCRD 2072322 · New York, NY
  IA Registered
• Rebekah Lee PorterCRD 2319709 · Bethesda, MD
  IA RegisteredRegistration inactive
• Jason Edward PutmanCRD 4208105 · Cleveland, OH
  IA Registered
• Joy Arlene PuyearCRD 4832517 · San Ramon, CA
  IA Registered
• Aaron Christopher PaoliniCRD 6995092 · Seven Fields, PA
  IA Registered
• John William PeregrimCRD 7216928 · Berwyn, PA
  IA Registered
• Michael Russell PetersCRD 7490621 · Pittsburgh, PA
  IA Registered
• Scott William PhillipsCRD 1156373 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Matthew James PruittCRD 6801487 · New Castle, PA
  IA RegisteredRegistration inactive
• Nicholas D RavdenCRD 4307670 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Michael Robert ReedCRD 2640374 · Cincinnati, OH
  IA Registered
• Andrew Robert RickardCRD 5896324 · New Castle, PA
  IA RegisteredRegistration inactive
• Thomas Jude RileyCRD 7092954 · Cleveland, OH
  IA Registered
• Riley Robertson RindoCRD 5848271 · Columbus, OH
  IA RegisteredRegistration inactive
• Mark Alan RobertsCRD 1073632 · Cincinnati, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stephen Louis RudolphCRD 2585206 · Cleveland, OH
  IA RegisteredRegistration inactive
• Kevin James RungeCRD 6028536 · Charlotte, NC
  IA Registered
• Alexander RayCRD 6710319 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Lindie RheederCRD 7248495 · Charlotte, NC
  IA Registered
• Brandon Gregory RozanskiCRD 6554356 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Gary Duane RunnellsCRD 7873045 · Los Angeles, CA
  IA Registered
• John Francis SantryCRD 866674 · Ellicott City, MD
  IA Registered
• Vaughn Raye SchillCRD 4316656 · Berwyn, PA
  IA RegisteredRegistration inactive
• Mark Elliott SearCRD 2385893 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Brian Stephen SearsCRD 2647229 · Dallas, TX
  IA RegisteredRegistration inactive
• Alex Nmn ShahidiCRD 3208699 · Los Angeles, CA
  IA Registered
• Frank William SiegelCRD 814006 · Columbus, OH
  IA Registered
• Ashlyn Taylor SmithCRD 7351757 · West Chester, PA
  IA Registered
• Bradley Jon SmithCRD 4630968 · Reston, VA
  IA Registered
• James Lyman SmithCRD 6384936 · Cleveland, OH
  IA Registered
• Melissa Guevara SotudehCRD 5126723 · Ashburn, VA
  IA Registered
• Mark Mccann SpringCRD 5402815 · Apex, NC
  IA RegisteredRegistration inactive
• Nicholas Michael SrmagCRD 4353204 · Cleveland, OH
  IA Registered
• Jeffrey William StarkCRD 6119938 · Cleveland, OH
  IA Registered
• Donna Sturgeon SterwerfCRD 4028787 · Cincinnati, OH
  IA Registered
• James Howard StewartCRD 3053760 · Gaithersburg, MD
  IA Registered
• James Gregory SweetCRD 6202653 · Ellicott City, MD
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.