Firm profile

MAINSTAY CAPITAL MANAGEMENT, LLC

GRAND BLANC, MICRD 109528Latest ADV April 15, 2026

Mainstay Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Blanc, MI. Its latest Form ADV filing, dated April 15, 2026, reports $4.8B in regulatory assets under management, 33 employees, 4 offices, and 3,411 accounts.

Assets Under Management
$4.8B
Employees
33
Offices
4 offices
Total Clients
3,405
Primary office
GRAND BLANC, MI
10775 SOUTH SAGINAW, BLDG C, SUITE F, GRAND BLANC, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODavid P. Kudla
CCOChristine Weiler

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
1,882
2
HNWI
44.7%
1,523
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.8Bas of April 15, 2026
Discretionary87.4%
$4.2B
87% of total RAUM87.4%
Non-discretionary12.6%
$611M
13% of total RAUM12.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$4.8B
Total Accounts3,411
10Y AUM Change+$2.8B (+135.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees33
Clients per Employee103:1
10Y Employee Change+12 (+57.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.