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Mainstay Capital

Mainstay Capital. CRD 312352

Mainstay Capital logo

CRD: 312352

Mainstay Capital

Lakeland, FL
8137066063
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Altruist · Betterment · Truist Bank
Clients
Retail
Platforms
OptimaAtlas +more
Established Date
06-17-2021
Office Locations
1

Office Locations

-- Lakeland FL

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

-- AVG AGE
$5.9M AVG AUM / ADVISOR
$169.2K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Capital Optima Glacier Meridian insight Insight pioneer Glacier horizon Horizon Capital oak

Client Personas

Signal pioneer Insight momentum Unison delta

Custodian

Ridge Glacier catalyst Alpha beacon Glacier frontier Ridge legacy Bridge ember

Investment Themes

Capital Beacon bridge Eagle Meridian zenith Ember Signal value

Investment Vehicles

North alpha Legacy crest Wave

Services

Meridian Delta vector Element Optima summit Beacon unison Vertex Glacier prime Quantum value Unison bridge Matrix

Technology

Meridian Meridian eagle Prime element

Owner & Executives

MARCUS PAUL MILLER

MARCUS PAUL MILLER

--

CRD
#7339646
Ownership
75% or more
(218) 866-8419
pioneer.peak@vectorcapital.com
in linkedin.com/in/horizon-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$5.9M Total SMA
Equity - Exchange:
25.2%
Cash:
21.2%
U.S. Government/Agency:
17.8%
Corporate - Non-Investment Grade:
12.4%
Corporate - Investment Grade:
23.4%
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%

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