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David Alexander Moreno

Mai Capital Management, LLC

Los Angeles, CA

Evoke Advisors

Los Angeles, CA

CRD 8210433

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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

10635 Santa Monica Blvd. Suite 240, Los Angeles, CA 90025 • United States

Evoke Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-21
  • CA RA
    APPROVED
    Since 2026-01-21

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 04/2025 Present
Jp Morgan Chase Century City CA 07/2019 07/2024
Unemployed Los Angeles CA 08/2024 04/2025
Fedex Office Northridge CA 08/2016 07/2019
Evoke Advisors Los Angeles CA 01/2026 Present
Mai Capital Management, Llc Cleveland OH 01/2026 Present
  • 04/2025 → Present
    Evoke Advisors
    Los Angeles, CA
  • 07/2019 → 07/2024
    Jp Morgan Chase
    Century City, CA
  • 08/2024 → 04/2025
    Unemployed
    Los Angeles, CA
  • 08/2016 → 07/2019
    Fedex Office
    Northridge, CA
  • 01/2026 → Present
    Evoke Advisors
    Los Angeles, CA
  • 01/2026 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12

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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