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Bradley Alan Williams

Mai Capital Management, LLC

Columbia, MD

CRD 2721609

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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
MD RA APPROVED 2025-12-16
  • MD RA
    APPROVED
    Since 2025-12-16

Branch Locations

6230 Old Dobbin Lane Suite 170, Columbia, MD 21045 • 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
Lowe Wealth Advisors, Llc Columbia MD 08/2014 12/2025
Mai Capital Management Llc Columbia MD 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-27
  • S65 Uniform Investment Adviser Law Examination
    2009-10-27

View on SEC IAPD

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Nearby Investors

KEVIN MICHAEL LINK
CHRISTOPHER ANTHONY SCHIPSKE
CHRISTOPHER ANTHONY SADOWSKI

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD

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