Matthew Lee Bacon

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

• 07/2016 → 02/2019
  Cuso Financial Services, L.P.
  San Diego, CA
• 07/2016 → 02/2019
  University Federal Credit Union
  Austin, TX
• 06/2019 → Present
  Carmichael Hill & Associates, Inc
  Gaithersburg, MD
• 03/2019 → 05/2019
  Unemployed
  Austin, TX

Previous Registrations

• 2019-06-03 → 2024-12-12
  Carmichael Hill & Associates Inc
  Gaithersburg, MD
• 2016-07-11 → 2019-02-25
  Cuso Financial Services, L.P.
  Austin, TX
  Austin, TX
  Austin, TX
• 2015-01-02 → 2016-07-22
  Msi Financial Services, Inc.
  Austin, TX
• 2012-05-10 → 2015-01-02
  New England Securities
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2012-03-19

Designations

• Certified Financial Planner

Other Names

• Matt Bacon
• Matthew L. Bacon
• Matt Lee Bacon