← Back to searchVisit website
MAI CAPITAL MANAGEMENT, LLC
CRD 109807 · SEC 801-58104
6050 OAK TREE BLVD, SUITE 500, CLEVELAND, OH, 44131, United States
Phone
(216) 920-4800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$52.10B
Discretionary AUM
$35.66B
Team
562 total employees; 230 advisory reps; 132 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; PERCENTAGE OF NON-INVESTMENT INCOME
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersDUE DILIGENCE/RESEARCH, TRUST COMPANY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10838 | $6.66B |
| High net worth individuals | 4902 | $27.61B |
| Investment companies | 1 | $217.0M |
| Pooled investment vehicles | 33 | $2.46B |
| Pension/profit sharing plans | 205 | $13.94B |
| Charitable organizations | 90 | $415.7M |
| State/municipal entities | 5 | $17.3M |
| Other investment advisers | 2 | $155.7M |
| Corporations/business entities | 184 | $628.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD