Michael William Mccort

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 07/2019
  Girard Partners Ltd
  King Of Prussia, PA
• 01/2011 → 07/2019
  Girard Capital, Llc
  King Of Prussia, PA
• 07/2019 → 10/2025
  Liberty Private Client Llc
  Fort Myers, FL
• 10/2025 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2019-09-10 → 2025-11-05
  Liberty Private Client, Llc
  Fort Myers, FL
  Wayne, PA
• 2011-05-25 → 2019-07-22
  Girard Advisory Services, Llc
  Fort Myers, FL
  King Of Prussia, PA
• 2009-05-11 → 2010-12-08
  Girard Advisory Services, Llc
  King Of Prussia, PA
  King Of Prussia, PA
• 2003-01-15 → 2009-04-21
  Charles Schwab & Co., Inc.
  Fort Myers, FL
  Fort Myers, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-24
• S66 Uniform Combined State Law Examination
  2003-01-07
• S63 Uniform Securities Agent State Law Examination
  1993-10-26

Other Names

• Mike Mccort