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Logan Marcell Frasier

Mai Capital Management, LLC

Dallas, TX

CRD 8036964

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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
TX RA APPROVED 2025-01-29
  • TX RA
    APPROVED
    Since 2025-01-29

Branch Locations

Dallas, TX • 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 Cleveland OH 01/2025 Present
Treloar & Heisel New Castle PA 08/2024 Present
Collegiate Entrepreneurs Painting Services Braintree MA 02/2024 08/2024
Whiskey Joe's Bar And Grill Ellenton FL 04/2020 08/2020
Bryant University Smithfield RI 08/2020 08/2024
Palmetto High School Palmetto FL 08/2015 05/2018
State College Of Florida Bradenton FL 08/2018 05/2020
  • 01/2025 → Present
    Mai Capital Management, Llc
    Cleveland, OH
  • 08/2024 → Present
    Treloar & Heisel
    New Castle, PA
  • 02/2024 → 08/2024
    Collegiate Entrepreneurs Painting Services
    Braintree, MA
  • 04/2020 → 08/2020
    Whiskey Joe's Bar And Grill
    Ellenton, FL
  • 08/2020 → 08/2024
    Bryant University
    Smithfield, RI
  • 08/2015 → 05/2018
    Palmetto High School
    Palmetto, FL
  • 08/2018 → 05/2020
    State College Of Florida
    Bradenton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-21
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21

View on SEC IAPD

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