David Wayne Lanham

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

• 09/1981 → 02/2026
  Lanham, O'DEll And Company, Inc.
  Hurricane, WV
• 02/2026 → Present
  Mai Capital Management Llc
  Cleveland, OH

Previous Registrations

• 1994-01-01 → 2026-03-04
  Loc Investment Advisers
  Hurricane, WV

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-04-04
• S63 Uniform Securities Agent State Law Examination
  1982-05-28

Designations

• Certified Financial Planner