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Andrew B Bruns

Mai Capital Management, LLC

Cincinnati, OH

CRD 5433420

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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
OH RA APPROVED 2024-01-25
  • OH RA
    APPROVED
    Since 2024-01-25

Branch Locations

7755 Montgomery Road Suite 510, Cincinnati, OH 45236 • 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
John D. Dovich & Associates Cincinnati OH 01/2013 01/2019
Wealthquest Corporation Cincinnati OH 01/2019 05/2022
Madison Wealth Advisors Cincinnati OH 05/2022 01/2024
Mai Capital Management Llc Cincinnati OH 01/2024 Present
  • 01/2013 → 01/2019
    John D. Dovich & Associates
    Cincinnati, OH
  • 01/2019 → 05/2022
    Wealthquest Corporation
    Cincinnati, OH
  • 05/2022 → 01/2024
    Madison Wealth Advisors
    Cincinnati, OH
  • 01/2024 → Present
    Mai Capital Management Llc
    Cincinnati, OH
Previous Registrations
  • 2022-06-21 → 2024-01-29
    Madison Wealth Management
    Cincinnati, OH
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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