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Amanda Walker

Mai Capital Management, LLC

Lafayette, CA

CRD 6744853

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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
CA RA APPROVED 2025-08-22
  • CA RA
    APPROVED
    Since 2025-08-22

Branch Locations

251 Lafayette Circle Suite 250, Lafayette, CA 94549 • 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
Mai Capital Management Llc Lafayette CA 01/2025 Present
Concentric Wealth Management Lafayette CA 07/2018 12/2024
Stable Waters Financial, Llc Athens GA 02/2017 06/2018
Dawg Fanz Athens GA 07/2014 02/2017
University Of Georgia Athens GA 08/2015 05/2018
  • 01/2025 → Present
    Mai Capital Management Llc
    Lafayette, CA
  • 07/2018 → 12/2024
    Concentric Wealth Management
    Lafayette, CA
  • 02/2017 → 06/2018
    Stable Waters Financial, Llc
    Athens, GA
  • 07/2014 → 02/2017
    Dawg Fanz
    Athens, GA
  • 08/2015 → 05/2018
    University Of Georgia
    Athens, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ASAGE FINANCIAL LLC
BIG 7 VENTURES MANAGEMENT, LLC
PILTINGSRUD CAPITAL MANAGEMENT, LLC

Nearby Investors

JOHN GERARD CALLAGY
NICOLE RUSSO HANSON
STEWART ALAN MCGUIRE

Nearby Offices

ASAGE FINANCIAL LLC · LAFAYETTE, CA
BIG 7 VENTURES MANAGEMENT, LLC · LAFAYETTE, CA
PILTINGSRUD CAPITAL MANAGEMENT, LLC · LAFAYETTE, CA

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