$52.1B Total AUM
$35.7B Disc. AUM
44.4% 3Y CAGR
562 Employees
16,393 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · City National Bank · Fidelity/NFS · Stifel
- Clients
- Retail and Institutional
- Platforms
- OptimaOak
- Established Date
- 10-02-2000
- Office Locations
- 94
Office Locations
100 River Bluff Drive Suite 410 Little Rock AR
1001 OLD Cassatt Road Suite 208 Berwyn PA
1034 S. Brentwood Blvd. Suite 1490 St. Louis MO
About MAI Capital Management, LLC
MAI Capital Management is an SEC-registered fiduciary RIA providing integrated wealth management and asset management for retail and institutional clients. The firm emphasizes objective advice and highly personal service backed by an in-house team and a national office footprint. Portfolios commonly use public funds and ETFs alongside alternatives; key custody relationships include Schwab and Fidelity.
Team overview
46 AVG AGE
$226.5M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
3.3 yrs AVG TENURE
562 Employees
230 Advisory Reps
229 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Bridge Foundation alpha Optima peak Focus Horizon Foundation Peak Vertex vital
Client Personas
Ridge atlas
CRM
Radial element
Custodian
Delta wave Vector optima Alpha
Investment Themes
Timber Delta Ridge Pioneer Radial delta Vital value
Investment Vehicles
Delta capital Wave crest
Platform
Delta
Services
Beacon Focus north Delta Ridge horizon
Technology
Zenith horizon Radial vertex
Owner & Executives
RICHARD JAMES BUONCORE
Chairman, Chief Executive Officer, Partner
- CRD
- #1652210
- Ownership
- Less than 5%
(224) 669-4434
glacier.ember@wavecapital.com
in linkedin.com/in/catalyst-beacon
LESLIE DROCKTON
Chairman, General Counsel
- CRD
- --
- Ownership
- Less than 5%
(759) 845-2209
ridge.eagle@capitalcapital.com
in linkedin.com/in/north-harbor
Z
Zenith catalyst
Timber vector
- CRD
- #72922
- Ownership
- 44.2%
(627) 647-9369
signal.summit@foundationcapital.com
in linkedin.com/in/optima-capital
Showing 2 of 12 owners & executives
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LAWRENCE SCOTT ABRAHAMS
Partner
- CRD
- #2493609
(582) 931-3917
element.signal@valuecapital.com
in linkedin.com/in/prime-wave
MATTHEW LEE ADAMS
Director, Wealth Advisor
- CRD
- #5598677
(245) 289-5145
prime.prime@zenithcapital.com
in linkedin.com/in/ridge-prime
P
Prime glacier
Quantum oak timber
- CRD
- #49710
(311) 969-4060
vertex.bridge@fusioncapital.com
in linkedin.com/in/harbor-momentum
Showing 2 of 312 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,662,067,009 | $832,040 |
| Non-Discretionary | $16,439,185,102 | $2,891,169 |
| Total | $52,101,252,111 | $1,073,213 |
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Separately Managed Accounts
Total SMA Asset: $49,424,562,165
Public Funds:
4.7% Private Funds:
6.0% Equity - Exchange:
19.6% Cash:
18.7% Municipal Bonds:
14.7% Corporate - Investment Grade:
13.3% U.S. Government/Agency:
9.5% Other:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $302,502,141 | 4.7% |
| Private Funds | $386,172,945 | 6.0% |
| Equity - Exchange | $1,261,498,288 | 19.6% |
| Cash | $1,203,572,346 | 18.7% |
| Municipal Bonds | $946,123,716 | 14.7% |
| Corporate - Investment Grade | $856,016,696 | 13.3% |
| U.S. Government/Agency | $611,440,497 | 9.5% |
| Other | $868,889,127 | 13.5% |
| Total | $6,436,215,756 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON FOUNDATION NORTH | HARBOR EMBER | L4UJIED4R | RMT | 11.89% | $73,639,182 |
| ELEMENT FOCUS OAK | RADIAL SUMMIT | AG65TVLR4 | GGDK | 8.03% | $15,123,734 |
| OPTIMA MOMENTUM | VITAL FRONTIER | 9WAEKNQTO | DCKCM | 3.81% | $61,847,247 |
| VECTOR NORTH | PIONEER INSIGHT | 1SO9T3M02 | PNIKT | 7.62% | $31,110,311 |
| SIGNAL OAK PRIME | MERIDIAN UNISON | F7AY79OIH | OXCM | 10.35% | $114,593,632 |
| SUMMIT VECTOR | QUANTUM ALPHA | 6CC3GTN5C | BOCG | 11.73% | $119,381,641 |
| CREST VITAL VERTEX | CREST OPTIMA | HOISUKJLY | PJUV | 2.62% | $84,648,046 |
| MOMENTUM VERTEX | FRONTIER ATLAS | BM89O5U7A | DJG | 3.08% | $1,750,117 |