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Stewart Alan Mcguire

Mai Capital Management, LLC

Lafayette, CA

CRD 4595216

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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
CA RA APPROVED 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09

Branch Locations

251 Lafayette Circle Suite 250, Lafayette, CA 94549 • 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
Concentric Wealth Management Llc Lafayette CA 07/2008 12/2024
Mai Capital Management Llc Lafayette CA 01/2025 Present
Previous Registrations
  • 2008-08-07 → 2025-01-24
    Concentric Wealth Management Llc
    Lafayette, CA
  • 2002-11-01 → 2008-07-07
    Hc Financial Advisors Inc
  • 2002-11-01 → 2002-12-31
    Hc Financial Advisors Inc
    Orinda, CA
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ASAGE FINANCIAL LLC
BIG 7 VENTURES MANAGEMENT, LLC
PILTINGSRUD CAPITAL MANAGEMENT, LLC

Nearby Investors

JOHN GERARD CALLAGY
AMANDA WALKER
NICOLE RUSSO HANSON

Nearby Offices

ASAGE FINANCIAL LLC · LAFAYETTE, CA
BIG 7 VENTURES MANAGEMENT, LLC · LAFAYETTE, CA
PILTINGSRUD CAPITAL MANAGEMENT, LLC · LAFAYETTE, CA

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