Charles Clayton Perry

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → 09/2022
  Principal Life Insurance Company
  Jacksonville, FL
• 06/2003 → 09/2022
  Principal Securities Inc
  Jacksonville, FL
• 09/2007 → 09/2022
  West Point Business Group
  Jacksonville, FL
• 10/2022 → Present
  Mai Capital Management Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2007-02-07 → 2022-09-30
  Principal Securities, Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

***Payasada Homeowners Association; Not Investment Related; Ponte Verde Beach, FL; Treasurer; Presenting the financial report at their meetings and reviewing statements from their accountant. No authority to write checks on behalf of the HOA or make any decisions regarding the assets of the HOA.; Start Date: 01/01/2019; 4 hrs per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-30
• S63 Uniform Securities Agent State Law Examination
  2003-06-20

Other Names

• Charles C Perry
• Clay Perry
• C Clayton Perry