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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- OptimaAtlas +more
- Established Date
- 06-17-2021
- Office Locations
- 1
Office Locations
About Mainstay Capital
Mainstay Capital is a fee-only, fiduciary wealth management firm with CFP® professionals focused on young healthcare professionals nationwide. The firm delivers holistic planning (cash flow, student loans, tax, insurance, estate) alongside investment advice and tax-efficient portfolio implementation. For clinicians in or entering private practice, it also provides small business support including consulting, valuation, and external CFO services, with clearly published fees (planning plus tiered asset management).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARCUS PAUL MILLER
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- CRD
- #7339646
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,923,729 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,923,729 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,923,729
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $530,730,052 | 25.2% |
| Cash | $446,487,186 | 21.2% |
| U.S. Government/Agency | $374,880,751 | 17.8% |
| Corporate - Non-Investment Grade | $261,152,882 | 12.4% |
| Corporate - Investment Grade | $492,820,762 | 23.4% |
| Total | $2,106,071,633 | 100.0% |