CRD: 109528
Mainstay Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-14-2000
- Office Locations
- 2
Office Locations
About Mainstay Capital Management, LLC
Mainstay Capital Management is an independent, fee-only Registered Investment Advisor and full-service wealth manager providing comprehensive financial planning and portfolio management for retirement and taxable accounts. The firm specializes in managing individual workplace savings plans (401(k), 403(b), 457) for employees and retirees, including participants in large employer plans such as GM, Ford, and Stellantis. CEO David Kudla is a Forbes contributor, and the firm has been recognized in national advisor rankings (Barron’s, Forbes, CNBC).
Reported data analysis
What the numbers show
Between October 23, 2025 and July 15, 2026, reported AUM increased 13.8%, from $4.7B to $5.3B.
Across 5 reported observations, AUM increased 37.5% between February 15, 2022 and July 15, 2026, from $3.9B to $5.3B.
Of the latest reported AUM, 88.3% is discretionary and 11.7% is non-discretionary.
The firm reports 19 advisory representatives and 3,454 clients, or 181.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mainstay Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID PAUL KUDLA
Chief Executive Officer, Chief Investment Strategist, Investment Advisor
- CRD
- #4431292
- Ownership
- 75% or more
CHRISTINE WEILER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PAUL ALEXANDER AUSTIN
Senior Wealth Advisor
- CRD
- #5166342
Anthony Dean Bagneschi
Senior Wealth Advisor
- CRD
- #4487939
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,689,054,712 | $1,356,002 |
| Non-Discretionary | $618,557,191 | $309,278,596 |
| Total | $5,307,611,903 | $1,533,992 |
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Separately Managed Accounts
SMA allocation detail is available
Mainstay Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Mainstay Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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