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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| CA | RA | APPROVED | 2025-11-12 |
| IN | 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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-12 |
| AZ | RA | APPROVED | 2023-09-01 |
| AR | RA | APPROVED | 2023-07-18 |
| NJ | RA | APPROVED | 2023-07-11 |
| WY | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED_RES | 2023-06-13 |
| ID | RA | APPROVED | 2023-06-12 |
| NY | RA | APPROVED | 2023-06-12 |
| OH | RA | APPROVED | 2023-06-12 |
| SD | RA | APPROVED | 2023-06-12 |
| FL | RA | APPROVED | 2020-11-23 |
| NV | RA | APPROVED | 2020-10-27 |
| CO | RA | APPROVED | 2020-10-22 |
| CA | RA | APPROVED | 2020-10-21 |
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 |
|---|---|---|---|---|
| Bel Air Securities Llc | 1999 Ave Of The Stars, #2800 | CA | 09/2005 | 09/2020 |
| Bel Air Investment Advisors Llc | Los Angeles | CA | 05/1998 | 09/2020 |
| Evoke Advisors | Los Angeles | CA | 09/2020 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
(1) COLLEGE TRACK - BOARD OF DIRECTORS; NOT INVESTMENT RELATED; 112 LINDEN STREET, OAKLAND, CA 94607; (2) MUSIC CENTER FOUNDATION ; BOARD OF DIRECTORS; ; 135 N GRAND AVENUE, LOS ANGELES, CA 90012; (3) LOS ANGELES TEAM MENTORING - BOARD OF DIRECTORS; NOT INVESTMENT RELATED; 241 S. FIGUEROA ST., STE. 370, LOS ANGELES, CA 90012.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-02 |
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