MAI Capital Management, LLC

RIASEC RegisteredEst. 2000

Total AUM

$52.1B

Discretionary

$35.7B

68% of AUM

Avg account

$1.1M

Accounts

48,547

Employees

562

Advisory reps

305

Firm details

Headquarters: Cleveland, Ohio
CRD number: 109807
Registered since: October 2, 2000
Website: mai.capital
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI52.99%
Pension & Profit Sharing Plans26.76%
Individuals12.78%
Pooled Investment Vehicles4.72%
Corporations / Businesses1.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

MAI Capital Management, LLC is an independent registered investment advisor that acts as a capital allocator for both private and institutional clients. Established in 2000, the firm combines investment advisory and fiduciary services through a trust company framework and serves individual and family clients as well as institutions. Its advisory scope spans financial planning, discretionary and non-discretionary portfolio management for individuals, pooled vehicles and investment companies, pension consulting, and the selection of sub‑advisers. Fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and performance‑linked compensation. The firm has been recognized repeatedly by industry publications: it has appeared on lists from Barron’s, Forbes, Financial Times, Citywire, FA Magazine and AdvisorHub in recent years. MAI operates as an independent LLC and reports being a sponsor or managing member of pooled investment vehicles in addition to working with insurance companies and other advisers.