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Mai Capital Management, LLC CRD 109807
$52.1B regulatory AUM 132 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evoke Advisors | Los Angeles | CA | 10/2024 | Present |
| Evoke Advisors | Los Angeles | CA | 08/2025 | Present |
| Heritage Investors Management Corporation | Bethesda | MD | 06/2023 | 10/2024 |
| Tennis Central Corp | Washington | DC | 06/2021 | 09/2022 |
| Chester Valley Golf Club | Malvern | PA | 06/2015 | 01/2021 |
| George Washington University | Washington | DC | 01/2021 | 06/2021 |
| George Washington University | Washington | DC | 09/2022 | 06/2023 |
| Mai Capital Management, Llc | Cleveland | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-28 |
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