{"url":"https://nivawealth.com/firms/mai-capital-management-109807","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109807","regulatoryAum":52101252111,"crd":"109807","secFileNumber":"801-58104","legalName":"Mai Capital Management, LLC","displayName":"Mai Capital Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/maicapitalmanagement/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6050 Oak Tree BLVD, Suite 500","city":"Cleveland","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44131"},"tradeNames":[],"registration":{"secApproved":"2 October 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They include 10,838 other individuals, 4,902 high-net-worth individuals and 205 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mai Capital Management offer?","answer":"Mai Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Mai Capital Management use?","answer":"Mai Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $16,804,278,512 and Charles Schwab & Co., Inc. (San Francisco, CA), with $15,388,247,041. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mai Capital Management have?","answer":"Mai Capital Management has 229 investment adviser representatives registered with state securities authorities, out of 562 employees, and 230 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 1 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mai Capital Management invest in?","answer":"At the end of its last fiscal year, Mai Capital Management’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 21% pooled vehicles (private funds and similar), 19% exchange-traded equities, 7% cash and equivalents, 3% state and local bonds, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% non-exchange-traded equities, 1% high-yield corporate bonds and 1% annuities, rights & warrants. 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