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Mary Casey O'DEll Dixon

Mai Capital Management, LLC

Jupiter, FL

CRD 4435815

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Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-03-10
FL RA APPROVED 2026-03-09
TX RA APPROVED 2026-02-23
  • WV RA
    APPROVED
    Since 2026-03-10
  • FL RA
    APPROVED
    Since 2026-03-09
  • TX RA
    APPROVED
    Since 2026-02-23

Branch Locations

Jupiter, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lanham O'DEll & Company, Inc. Hurricane WV 03/2013 02/2026
Mai Capital Management Llc Cleveland OH 02/2026 Present
Previous Registrations
  • 2018-03-27 → 2026-03-04
    Loc Investment Advisers
    Hurricane, WV
    Jupiter, FL
    Jupiter, FL
    Jupiter, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-09-22
  • S63 Uniform Securities Agent State Law Examination
    2001-09-22
Designations
  • Chartered Financial Analyst
Other Names
  • Mary O'DEll
  • Mary Casey O'DEll
  • Mary Casey Odell
  • Mary Casey Abboud
  • Mary Casey O'DEll Dixon

View on SEC IAPD

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