Mai Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 31, 2026, reports $52.1B in regulatory assets under management, 562 employees, 29 offices, and 48,547 accounts.
Assets Under Management
$52.1B
Employees
562
Offices
29 offices
Total Clients
16,261
Primary office
CLEVELAND, OH
6050 OAK TREE BLVD, SUITE 500, CLEVELAND, OH, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
10,838
2
HNWI
30.1%
4,902
3
Pension Plans
1.3%
205
4
Corporations
1.1%
184
5
Charitable
0.6%
90
Additional categories (<0.1%)
Government5 clients
Other Advisers<5 clients
Investment Cos.<5 clients
PROPRIETARY ACCOUNTS<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$52.1Bas of May 7, 2026
Discretionary68.4%
$35.7B
68% of total RAUM68.4%
Non-discretionary31.6%
$16.4B
32% of total RAUM31.6%
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.
Total AUM$52.1B
Total Accounts48,547
10Y AUM Change+$48.2B (+1231.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees562
Clients per Employee29:1
10Y Employee Change+495 (+738.8%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.