Gary Duane Runnells

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

• 07/2015 → 01/2018
  Full-Time Student
  San Pedro, CA
• 12/2018 → 09/2020
  Bevmo!
  Torrence, CA
• 11/2019 → 12/2019
  Whole Foods
  Torrance, CA
• 01/2020 → 02/2020
  Jiant
  San Pedro, CA
• 09/2020 → 01/2025
  Full-Time Student
  San Pedro, CA
• 01/2025 → Present
  Evoke Advisors
  Los Angeles, CA
• 07/2025 → Present
  Evoke Advisors
  Los Angeles, CA
• 09/2018 → 06/2021
  Full-Time Student
  Long Beach, CA
• 01/2018 → 02/2018
  Bob Marriotts
  Orange, CA
• 02/2018 → 09/2018
  Unemployed
  San Pedro, CA
• 01/2026 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-11