Inactive

Patrick Sean Mayberry

Mai Capital Management, LLC

CRD 2626784

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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

Authority	Category	Status	Date
WV	RA	APPROVED	2026-03-09
FL	RA	APPROVED	2026-03-06

WV RA
APPROVED

Since 2026-03-09
FL RA
APPROVED

Since 2026-03-06

Branch Locations

110 Front Street Suite 300, Jupiter, FL 33477 • 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

Organization	City	State	From	To
Lanham O'DEll & Company, Inc.	Hurricane	WV	01/1999	02/2026
Mai Capital Management	Jupiter	FL	02/2026	Present

01/1999 → 02/2026

Lanham O'DEll & Company, Inc.

Hurricane, WV
02/2026 → Present

Mai Capital Management

Jupiter, FL

Previous Registrations

2003-01-09 → 2026-03-04

Loc Investment Advisers

Hurricane, WV

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-01
S63	Uniform Securities Agent State Law Examination	1997-04-16

S65 Uniform Investment Adviser Law Examination

1999-07-01
S63 Uniform Securities Agent State Law Examination

1997-04-16

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

P Sean Mayberry
Sean Mayberry

View on SEC IAPD

More in Jupiter, FL

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