Mainstay Capital Management, LLC
Firm details
- Headquarters
- Grand Blanc, Michigan
- CRD number
- 109528
- Registered since
- November 14, 2000
- Website
- www.mainstaycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.65%
- Individuals15.29%
- Banking / Thrift Institutions7%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mainstay Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and operating since 2000. The firm is owned by an individual and focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its client billing mixes percentage-of-AUM fees with fixed-fee arrangements. Mainstay is not listed as an active ESG investor and does not act as a capital allocator; it appears to run client-facing advisory portfolios rather than operating a separate multi-manager platform. The firm has received industry recognition in recent years: it was named among Forbes’ Top RIA Firms in 2022, 2023 and 2024, and was included on CNBC’s Top 100 Financial Advisory Firms list in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Exchange Traded Equities2%
- State & Local Bonds2%
Owners & executives
3 of 3
David Kudla
CEO & Chief Investment StrategistCRD 4431292
Christine Weiler
Chief Compliance OfficerCRD 5361424
Jeremiah Ludington
Chief Compliance OfficerCRD 6328663
Contacts
3 of 22
Jason Best
Senior Wealth AdvisorCRD 2467448
Bartholomew Mackler
Financial AdvisorCRD 2571840
Catheryn Makela
Senior Wealth AdvisorCRD 6488302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$1.5B in ETFs
70%
$1B
28%
$445M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $118M | 588,750 | 8.02% |
Location
Grand Blanc, MI
Genesee
Location
Grand Blanc, MI
Headquartered in Grand Blanc, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Genesee
- Address
- 10775 S Saginaw St
- Time zone
- ET (UTC-5)
- Office locations
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