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Steven Andrew Meegan

Mai Capital Management, LLC

Cincinnati, OH

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-19
  • OH RA
    APPROVED
    Since 2024-11-19

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
Mai Capital Management, Llc Cincinnati OH 06/2021 04/2024
Mai Capital Management, Llc Cincinnati OH 04/2024 Present
Ultimus Fund Solutions Cincinnati OH 06/2018 06/2021
University Housing Solutions Cincinnati OH 06/2017 09/2017
Clovernook Country Club Cincinnati OH 06/2017 07/2017
Xavier University Cincinnati OH 08/2014 05/2018
  • 06/2021 → 04/2024
    Mai Capital Management, Llc
    Cincinnati, OH
  • 04/2024 → Present
    Mai Capital Management, Llc
    Cincinnati, OH
  • 06/2018 → 06/2021
    Ultimus Fund Solutions
    Cincinnati, OH
  • 06/2017 → 09/2017
    University Housing Solutions
    Cincinnati, OH
  • 06/2017 → 07/2017
    Clovernook Country Club
    Cincinnati, OH
  • 08/2014 → 05/2018
    Xavier University
    Cincinnati, OH
Designations

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
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JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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