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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 | 2025-11-12 |
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 | 2023-11-13 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Research Investment Solutions, Llc | Los Angeles | CA | 11/2014 | 05/2020 |
| Evoke Advisors | Los Angeles | CA | 05/2020 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-15 |
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