MAI CAPITAL MANAGEMENT, LLC

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

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 27 offices throughout the country.

MAI CAPITAL MANAGEMENT, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $19,711,015,200 assets under management, offering retirement planning & investment advisory services to 26826 clients. The firm is staffed with 331 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109807
SEC#	801-58104
Assets Managed by Firm	$19,711,015,200
No. of Clients	26826
No. of Advisors	331

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (PERCENTAGE OF NON-INVESTMENT INCOME)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (DUE DILIGENCE/RESEARCH)

Firm Client Information

	No. of Clients	AUM
Firm Total	26826	$19,711,015,200
Individuals (other than high net worth individuals)	4561	$1,520,019,256
High net worth individuals	3958	$16,138,914,757
Pension and profit sharing plans	37	$257,521,544
Charitable organizations	45	$206,589,627
Other investment advisers	4	$64,822,913
Corporations or other businesses	74	$332,257,641

More Retirement Planning firms in Cleveland, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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