James William Coons

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

• 02/2003 → 09/2025
  J. W. Coons Advisors, Llc
  Upper Arlington, OH
• 09/2025 → Present
  Mai Capital Management Llc
  Columbus, OH

Previous Registrations

• 2005-11-25 → 2025-09-19
  Coons Advisors
  Columbus, OH
• 2003-12-16 → 2005-03-29
  Coons Advisors
  Upper Arlington, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-05