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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2025-09-29 |
| WI | RA | APPROVED | 2025-09-29 |
| MD | RA | APPROVED | 2021-09-30 |
Branch Locations
2205 Warwick Way Suite 200, Marriottsville, MD 21104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geier Financial Management | Ellicott City | MD | 11/1990 | 09/2021 |
| Geier Asset Management | Ellicott City | MD | 01/2000 | 09/2021 |
| Mai Capital Management Llc | Marriottsville | MD | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-07 |
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