Mai Capital Management

Mai Capital Management company information, Employees & Contact Information

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

Company Details

Employees
456
Founded
-
Address
6050 Oak Tree Blvd S, Cleveland,ohio 44131,united States
Phone
(216)920-4800
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Cleveland, Ohio
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Mai Capital Management Questions

News

MAI Capital Management extends Florida footprint with $245M AUM Fort Myers firm - InvestmentNews

MAI Capital Management extends Florida footprint with $245M AUM Fort Myers firm InvestmentNews

MAI Capital to Acquire Evoke Advisors, Doubling AUM - wealthmanagement.com

MAI Capital to Acquire Evoke Advisors, Doubling AUM wealthmanagement.com

MAI acquires $245m Florida RIA - Citywire

MAI acquires $245m Florida RIA Citywire

MAI Capital Buys $570 Million RIA Summit Financial Advisors - Wealth Solutions Report

MAI Capital Buys $570 Million RIA Summit Financial Advisors Wealth Solutions Report

MAI Capital Management Expands Presence in Florida With Addition of Liberty Private Client - FinancialContent

MAI Capital Management Expands Presence in Florida With Addition of Liberty Private Client FinancialContent

MAI Capital Management Doubles Down on Organic Growth; Announces New Chief Marketing Officer - Business Wire

MAI Capital Management Doubles Down on Organic Growth; Announces New Chief Marketing Officer Business Wire

A&O Shearman represents MAI Capital Management in its combination with Evoke Advisors - A&O Shearman

A&O Shearman represents MAI Capital Management in its combination with Evoke Advisors A&O Shearman

MAI Capital Management Partners With Evoke Advisors - Family Wealth Report

MAI Capital Management Partners With Evoke Advisors Family Wealth Report

Joe Lum: How I Kicked Off My Career by Serving Athletes and Movers and Shakers - Barron's

Joe Lum: How I Kicked Off My Career by Serving Athletes and Movers and Shakers Barron's

RIA moves: MAI Capital Management, &Partners expand national platforms - InvestmentNews

RIA moves: MAI Capital Management, &Partners expand national platforms InvestmentNews

Deals & Recruiting Roundup: MAI Capital, Corient, Stephens, Allworth And More - Wealth Solutions Report

Deals & Recruiting Roundup: MAI Capital, Corient, Stephens, Allworth And More Wealth Solutions Report

Exclusive: MAI Capital Management to buy $27bn Evoke Advisors - Citywire

Exclusive: MAI Capital Management to buy $27bn Evoke Advisors Citywire

MAI Capital Management Announces Strategic Partnership with Evoke Advisors - Business Wire

MAI Capital Management Announces Strategic Partnership with Evoke Advisors Business Wire

Summit Financial Advisors Joins MAI Capital Management - Family Wealth Report

Summit Financial Advisors Joins MAI Capital Management Family Wealth Report

MAI Capital Management taps former Focus exec to lead new growth phase - InvestmentNews

MAI Capital Management taps former Focus exec to lead new growth phase InvestmentNews

MAI Names Former Focus Financial Exec As Its CMO - Wealth Solutions Report

MAI Names Former Focus Financial Exec As Its CMO Wealth Solutions Report

J.W. Coons Advisors Joins MAI Capital Management - Business Wire

J.W. Coons Advisors Joins MAI Capital Management Business Wire

MAI Capital Management Expands Sports, Entertainment Services - Family Wealth Report

MAI Capital Management Expands Sports, Entertainment Services Family Wealth Report

MAI Capital Management To Add $27 Billion California RIA Evoke - Wealth Solutions Report

MAI Capital Management To Add $27 Billion California RIA Evoke Wealth Solutions Report

Summit Financial Advisors Joins MAI Capital Management - Business Wire

Summit Financial Advisors Joins MAI Capital Management Business Wire

MAI Capital continues growth spree with Constellation Sports Council - InvestmentNews

MAI Capital continues growth spree with Constellation Sports Council InvestmentNews

$35bn MAI taps Focus alum as CMO - Citywire

$35bn MAI taps Focus alum as CMO Citywire

Deals & Recruiting Roundup: EP Wealth, MAI, Focus, Altruist And More - Wealth Solutions Report

Deals & Recruiting Roundup: EP Wealth, MAI, Focus, Altruist And More Wealth Solutions Report

MAI Capital acquires $558 million RIA - InvestmentNews

MAI Capital acquires $558 million RIA InvestmentNews

MAI Capital Lands Advisors to NBA, MLB Stars - wealthmanagement.com

MAI Capital Lands Advisors to NBA, MLB Stars wealthmanagement.com

MAI Capital Adds $1.2 Billion in Assets With 2 New RIA Acquisitions - Barron's

MAI Capital Adds $1.2 Billion in Assets With 2 New RIA Acquisitions Barron's

MAI Capital Management Selects iCapital® to Scale its Custom Alternatives Platform - Business Wire

MAI Capital Management Selects iCapital® to Scale its Custom Alternatives Platform Business Wire

MAI Capital Management Expands Sports and Entertainment Services with Recent Additions - Business Wire

MAI Capital Management Expands Sports and Entertainment Services with Recent Additions Business Wire

Independence investment advisor to acquire Los Angeles firm managing $27 billion - Crain's Cleveland Business

Independence investment advisor to acquire Los Angeles firm managing $27 billion Crain's Cleveland Business

MAI Capital Management Is Buying Evoke Advisors. It Will Nearly Double in Size. - Barron's

MAI Capital Management Is Buying Evoke Advisors. It Will Nearly Double in Size. Barron's

MAI Capital Management, iCapital Partner on Alternative Investments Platform - wealthmanagement.com

MAI Capital Management, iCapital Partner on Alternative Investments Platform wealthmanagement.com

MAI Capital's Ben Sayer - wealthmanagement.com

MAI Capital's Ben Sayer wealthmanagement.com

Evoke Advisors Joins Forces With MAI - Los Angeles Business Journal

Evoke Advisors Joins Forces With MAI Los Angeles Business Journal

MAI Capital to Unite With UHNW-Focused Evoke Advisors - ThinkAdvisor

MAI Capital to Unite With UHNW-Focused Evoke Advisors ThinkAdvisor

MAI Capital Buys Summit Financial Advisors For Expanding Wealth Management Services - Pulse 2.0

MAI Capital Buys Summit Financial Advisors For Expanding Wealth Management Services Pulse 2.0

MAI inks mega-deal with Evoke Advisors to form $60B AUM firm - InvestmentNews

MAI inks mega-deal with Evoke Advisors to form $60B AUM firm InvestmentNews

Fresh Off $30B Blockbuster, MAI Acquires California-Based RIA - wealthmanagement.com

Fresh Off $30B Blockbuster, MAI Acquires California-Based RIA wealthmanagement.com

Fund Update: MAI Capital Management added 49,824 shares of FISERV ($FI) to their portfolio | FI Stock News - Quiver Quantitative

Fund Update: MAI Capital Management added 49,824 shares of FISERV ($FI) to their portfolio | FI Stock News Quiver Quantitative

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More - Wealth Solutions Report

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More Wealth Solutions Report

MAI Buys $600-Mln Ohio RIA, Carson Adds $300-Mln Duo - AdvisorHub

MAI Buys $600-Mln Ohio RIA, Carson Adds $300-Mln Duo AdvisorHub

$29bn MAI partners with iCapital on alts management - Citywire

$29bn MAI partners with iCapital on alts management Citywire

MAI adds $570m Cali RIA in first deal following Evoke acquisition - Citywire

MAI adds $570m Cali RIA in first deal following Evoke acquisition Citywire

MAI Capital Management buys $570m California RIA - International Adviser

MAI Capital Management buys $570m California RIA International Adviser

MAI Capital Management snaps up Garrison Asset Management - InvestmentNews

MAI Capital Management snaps up Garrison Asset Management InvestmentNews

MAI Capital partners with iCapital to enhance private markets platform for high-net-worth clients - Private Equity Insights

MAI Capital partners with iCapital to enhance private markets platform for high-net-worth clients Private Equity Insights

MAI to Nearly Double Assets With Evoke Acquisition - AdvisorHub

MAI to Nearly Double Assets With Evoke Acquisition AdvisorHub

MAI Capital Management snaps up $662M Concentric - InvestmentNews

MAI Capital Management snaps up $662M Concentric InvestmentNews

Concentric Wealth Management Joins MAI Capital Management - Business Wire

Concentric Wealth Management Joins MAI Capital Management Business Wire

MAI promotes wealth head Albie MacDonald as president - Citywire

MAI promotes wealth head Albie MacDonald as president Citywire

Wealth management firm MAI Capital adds Cincinnati athlete-focused investment advisers - The Business Journals

Wealth management firm MAI Capital adds Cincinnati athlete-focused investment advisers The Business Journals

Advisory M&A News – 9/23/25 - planadviser

Advisory M&A News – 9/23/25 planadviser

Garrison Asset Management Joins MAI Capital Management - Business Wire

Garrison Asset Management Joins MAI Capital Management Business Wire

MAI Capital Buys Ownership Advisors - wealthmanagement.com

MAI Capital Buys Ownership Advisors wealthmanagement.com

MAI Capital Management Acquires Ohio-Based Firm - wealthmanagement.com

MAI Capital Management Acquires Ohio-Based Firm wealthmanagement.com

Fund Update: MAI Capital Management added 66,019 shares of MICRON ($MU) to their portfolio - Quiver Quantitative

Fund Update: MAI Capital Management added 66,019 shares of MICRON ($MU) to their portfolio Quiver Quantitative

Deals & Moves: MAI, Osaic, Cetera Add Firms - wealthmanagement.com

Deals & Moves: MAI, Osaic, Cetera Add Firms wealthmanagement.com

REPUBLIC CAPITAL GROUP ADVISES CONSTELLATION WEALTH ADVISORS ON THE DIVESTITURE OF ITS PROFESSIONAL ATHLETE BUSINESS - PR Newswire

REPUBLIC CAPITAL GROUP ADVISES CONSTELLATION WEALTH ADVISORS ON THE DIVESTITURE OF ITS PROFESSIONAL ATHLETE BUSINESS PR Newswire

MAI Acquires $662M California Firm - wealthmanagement.com

MAI Acquires $662M California Firm wealthmanagement.com

MAI, Moneta Each Buy RIAs Managing More Than $500 Million - AdvisorHub

MAI, Moneta Each Buy RIAs Managing More Than $500 Million AdvisorHub

MAI Capital Management acquires Garrison Asset Management - Private Banker International

MAI Capital Management acquires Garrison Asset Management Private Banker International

Karen Fedchock and Chuck Grimm - Crain's Cleveland Business

Karen Fedchock and Chuck Grimm Crain's Cleveland Business

Carmichael Hill & Associates, Inc. Joins MAI Capital Management - Business Wire

Carmichael Hill & Associates, Inc. Joins MAI Capital Management Business Wire

MAI Capital Management buys Garrison Asset Management in Fayetteville - Talk Business & Politics

MAI Capital Management buys Garrison Asset Management in Fayetteville Talk Business & Politics

RIA moves: Elevation Point lands $1.4B breakaway team from UBS - InvestmentNews

RIA moves: Elevation Point lands $1.4B breakaway team from UBS InvestmentNews

Dustin Eldridge - The Business Journals

Dustin Eldridge The Business Journals

iCapital, Opto strike new RIA partnerships - InvestmentNews

iCapital, Opto strike new RIA partnerships InvestmentNews

Carlyle-Owned Galway Holdings Takes Majority Stake in MAI Capital Management - Private Equity Insights

Carlyle-Owned Galway Holdings Takes Majority Stake in MAI Capital Management Private Equity Insights

MAI Capital expands ultra-high-net-worth focus through Evoke Advisors deal - The Business Journals

MAI Capital expands ultra-high-net-worth focus through Evoke Advisors deal The Business Journals

MAI Capital Management Onboards $350 Million Carmichael Hill & Associates Team - Pulse 2.0

MAI Capital Management Onboards $350 Million Carmichael Hill & Associates Team Pulse 2.0

Garrison Asset Management Joins MAI Capital Management - Yahoo Finance

Garrison Asset Management Joins MAI Capital Management Yahoo Finance

Clearlake Capital launches dedicated credit platform - Alternative Credit Investor

Clearlake Capital launches dedicated credit platform Alternative Credit Investor

These two health-care names work in a 'difficult' market, says MAI Capital Management strategist - CNBC

These two health-care names work in a 'difficult' market, says MAI Capital Management strategist CNBC

Just How Serious Was the DeepSeek Selloff? Money Pros Weigh In. - Barron's

Just How Serious Was the DeepSeek Selloff? Money Pros Weigh In. Barron's

Deals Of The Day: The Latest In Wealth Management M&A? – Copia, Kinship, Wellington-Altus, MAI - Family Wealth Report

Deals Of The Day: The Latest In Wealth Management M&A? – Copia, Kinship, Wellington-Altus, MAI Family Wealth Report

Deals & Recruiting Roundup: MAI, Cresset, Mariner, Kestra, RBC And More - Wealth Solutions Report

Deals & Recruiting Roundup: MAI, Cresset, Mariner, Kestra, RBC And More Wealth Solutions Report

Joe McLean: Winning Strategies for Advisors Who Serve Athletes - Barron's

Joe McLean: Winning Strategies for Advisors Who Serve Athletes Barron's

MAI Capital Management Acquires $1.2B Fee-Only RIA - wealthmanagement.com

MAI Capital Management Acquires $1.2B Fee-Only RIA wealthmanagement.com

MAI Capital Management snaps up $1.2B RIA Halpern Financial - InvestmentNews

MAI Capital Management snaps up $1.2B RIA Halpern Financial InvestmentNews

MAI Capital Management Acquires Harbor Wealth Management - Business Wire

MAI Capital Management Acquires Harbor Wealth Management Business Wire

MAI Capital welcomes $528M Hyperion Partners - InvestmentNews

MAI Capital welcomes $528M Hyperion Partners InvestmentNews

MAI Capital Management Acquires Harbor Wealth Management - The Digital Banker

MAI Capital Management Acquires Harbor Wealth Management The Digital Banker

​​Thinking of gifting stocks this holiday season? 4 tips from a financial advisor. - businessinsider.com

​​Thinking of gifting stocks this holiday season? 4 tips from a financial advisor. businessinsider.com

MAI Capital Management Acquires LWS Wealth Advisors - Business Wire

MAI Capital Management Acquires LWS Wealth Advisors Business Wire

MAI Capital Management Appoints New Chief Financial Officer and Chief Digital and Technology Officer - Business Wire

MAI Capital Management Appoints New Chief Financial Officer and Chief Digital and Technology Officer Business Wire

MAI Capital Management Announces Leadership Changes to Reflect and Maintain Growth Trajectory - Business Wire

MAI Capital Management Announces Leadership Changes to Reflect and Maintain Growth Trajectory Business Wire

Cleveland-area wealth management firm MAI Capital Management grows with East Coast acquisition - Cleveland.com

Cleveland-area wealth management firm MAI Capital Management grows with East Coast acquisition Cleveland.com

MAI Capital Management acquires $562M firm in New Jersey - InvestmentNews

MAI Capital Management acquires $562M firm in New Jersey InvestmentNews

Bolan Capital Management Joins MAI Capital Management - Business Wire

Bolan Capital Management Joins MAI Capital Management Business Wire

MAI Buys $1.2 Billion RIA Halpern Financial - Wealth Solutions Report

MAI Buys $1.2 Billion RIA Halpern Financial Wealth Solutions Report

Hyperion Partners Joins MAI Capital Management - Business Wire

Hyperion Partners Joins MAI Capital Management Business Wire

Rick Buoncore - Crain's Cleveland Business

Rick Buoncore Crain's Cleveland Business

Halpern Financial Joins MAI Capital Management - Business Wire

Halpern Financial Joins MAI Capital Management Business Wire

MAI Capital Management expands with $1.4B firm acquisition - InvestmentNews

MAI Capital Management expands with $1.4B firm acquisition InvestmentNews

Galway Holdings Takes Majority Stake in MAI Capital Management - wealthmanagement.com

Galway Holdings Takes Majority Stake in MAI Capital Management wealthmanagement.com

Madison Wealth Management Joins MAI Capital Management - Business Wire

Madison Wealth Management Joins MAI Capital Management Business Wire

MAI Capital Management Acquires WaterStone Investment Counsel - Business Wire

MAI Capital Management Acquires WaterStone Investment Counsel Business Wire

RIA Roundup: MAI, Beacon Pointe & Perigon Wealth Make Acquisitions - wealthmanagement.com

RIA Roundup: MAI, Beacon Pointe & Perigon Wealth Make Acquisitions wealthmanagement.com

MAI Capital Management Acquires Traverso Chambers Private Wealth Management - Business Wire

MAI Capital Management Acquires Traverso Chambers Private Wealth Management Business Wire

MAI Capital bulks up sports and entertainment planning with West Coast deal - InvestmentNews

MAI Capital bulks up sports and entertainment planning with West Coast deal InvestmentNews

MAI Capital Management Acquires Monarch Business & Wealth Management - Business Wire

MAI Capital Management Acquires Monarch Business & Wealth Management Business Wire

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