MAI CAPITAL MANAGEMENT, LLC

CLEVELAND, Ohio·23 registered advisors·CRD# 109807
SEC# 801-5810426(216) 920-4800
01

Firm Overview

AUM
$19.7B
Regulatory assets under management
Employees
331
Total firm employees
Advisors
23
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERCENTAGE OF NON-INVESTMENT INCOME
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at MAI CAPITAL MANAGEMENT, LLC

23 registered advisors
Andrew Rayburn
CLEVELAND, Ohio
Anthony Edgar Amador
CLEVELAND, Ohio
Gerald Howard Gray
CLEVELAND, Ohio
Holly Marie Cavalier
CLEVELAND, Ohio
James D. Kacic
CLEVELAND, Ohio
James Lyman Smith
CLEVELAND, Ohio
John Daniel Zaller
CLEVELAND, Ohio
John George Palguta
CLEVELAND, Ohio
Joseph R. Mclean
CLEVELAND, Ohio
Kurt David Nye
CLEVELAND, Ohio
Leslie Drockton
CLEVELAND, Ohio
Lorraine Buoncore
CLEVELAND, Ohio
Lu Anne Morrison
CLEVELAND, Ohio
Manisha Ahuja
CLEVELAND, Ohio
Mark Hunter Summers
CLEVELAND, Ohio
Mark Jonathan Happe
CLEVELAND, Ohio
Monte Ahuja
CLEVELAND, Ohio
Philip Noftsinger
CLEVELAND, Ohio
Richard James Buoncore
CLEVELAND, Ohio
Ritu Ahuja
CLEVELAND, Ohio
Roberta June Lemmo
CLEVELAND, Ohio
Shirley Ann Titchenell
CLEVELAND, Ohio
Usha Ahuja
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
23 advisors

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Data sourced from SEC Form ADV filings. MAI CAPITAL MANAGEMENT, LLC (CRD# 109807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.