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MAI CAPITAL MANAGEMENT, LLC

6050 Oak Tree Blvd
Suite 500
Cleveland, Ohio 44131
Tel: (216) 920-4800

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About MAI CAPITAL MANAGEMENT, LLC

MAI CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MAI CAPITAL MANAGEMENT, LLC. The firm was established in 10/02/2000. They have over 24 offices throughout the country.

MAI CAPITAL MANAGEMENT, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $15,773,426,777 assets under management, offering retirement planning & investment advisory services to 23704 clients. The firm is staffed with 331 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109807
SEC#801-58104
Assets Managed by Firm$15,773,426,777
No. of Clients23704
No. of Advisors331

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based
  • Other(PERCENTAGE OF NON-INVESTMENT INCOME)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total23704$15,773,426,777
Individuals (other than high net worth individuals)4006$1,483,060,339
High net worth individuals3243$12,656,910,512
Pension and profit sharing plans47$89,365,401
Charitable organizations45$192,288,437
Other investment advisers5$63,750,170
Corporations or other businesses95$337,820,545

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