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Michael Allen Hatfield

Mai Capital Management, LLC

Los Angeles, CA

Evoke Advisors

Los Angeles, CA

CRD 7354253

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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 2026-02-17
  • CA RA
    APPROVED
    Since 2026-02-17

Branch Locations

2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States

Evoke Advisors

2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-15
  • CA RA
    APPROVED
    Since 2025-10-15

Branch Locations

2121 Avenue Of The Stars, Los Angeles, CA 90067 • 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
Evoke Advisors Los Angeles CA 06/2025 Present
Clifford Swan Investment Counselors Pasadena CA 11/2022 03/2025
Merrill Lynch San Francisco CA 04/2021 07/2022
Bank Of America San Francisco CA 06/2019 04/2021
Unemployed Los Angeles CA 07/2022 11/2022
Full-Time Student Los Angeles CA 01/2015 05/2019
Mai Capital Management, Llc Cleveland OH 01/2026 Present
  • 06/2025 → Present
    Evoke Advisors
    Los Angeles, CA
  • 11/2022 → 03/2025
    Clifford Swan Investment Counselors
    Pasadena, CA
  • 04/2021 → 07/2022
    Merrill Lynch
    San Francisco, CA
  • 06/2019 → 04/2021
    Bank Of America
    San Francisco, CA
  • 07/2022 → 11/2022
    Unemployed
    Los Angeles, CA
  • 01/2015 → 05/2019
    Full-Time Student
    Los Angeles, CA
  • 01/2026 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-15
  • S65 Uniform Investment Adviser Law Examination
    2025-10-15

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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