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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-17 |
Branch Locations
2121 Avenue Of The Stars Suite 500, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 01/2026 | Present |
| Evoke Advisors | Los Angeles | CA | 06/2024 | 12/2025 |
| Olympus Wealth Management | Cottonwood Heights | UT | 08/2023 | 04/2024 |
| Morgan Stanley | South Jordan | UT | 06/2023 | 08/2023 |
| Arivs Appraisal Mangement | Provo | UT | 07/2020 | 08/2022 |
| Brooks Pest Control | Sacramento | CA | 05/2021 | 08/2021 |
| The Church Of Jesus Christ Of Latter-Day Saints | Lima | 07/2018 | 04/2020 | |
| Swig Drinks | Mesa | AZ | 06/2016 | 06/2018 |
| Brigham Young University | Provo | UT | 08/2022 | 05/2023 |
| Blount Contracting | Phoenix | AZ | 05/2020 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
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