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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 | 2026-06-15 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
3110 Thomas #131, Dallas, TX 75204 • United States
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 |
|---|---|---|---|---|
| First Dallas Securities Inc. | Dallas | TX | 11/2005 | Present |
| Service Academy Capital Management, Llc | Dallas | TX | 11/2018 | 06/2026 |
| Unemployed | Dallas | TX | 11/2015 | 10/2018 |
| Evoke Advisors | Los Angeles | CA | 05/2026 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1981-02-12 |
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