$167.0M Total AUM
$167.0M Disc. AUM
9.3% 3Y CAGR
1 Employees
144 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 07-01-1999
- Office Locations
- 1
Office Locations
-- Manhattan Beach CA
About MAY Capital Management
MAI Capital is an SEC-registered RIA providing integrated wealth management and objective fiduciary advice to help clients simplify, protect, and grow wealth across their financial journey. The firm emphasizes highly personal service backed by a robust network and an in-house team that blends boutique entrepreneurship with the resources of an established leader—serving clients since 1973.
Team overview
-- AVG AGE
$167.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
27 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Oak signal
Client Personas
Vital
CRM
Atlas harbor
Custodian
Summit Unison delta Oak
Investment Themes
Frontier Element legacy Pioneer
Investment Vehicles
North
Platform
Ridge
Services
Radial Momentum Atlas harbor Timber focus Radial meridian Horizon Meridian signal Pathway
Technology
Foundation matrix
Owner & Executives
W
WILLIAM MICHAEL MAY
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #5019378
- Ownership
- 75% or more
(726) 295-1310
focus.meridian@eaglecapital.com
in linkedin.com/in/legacy-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,999,000 | $839,191 |
| Non-Discretionary | $0 | -- |
| Total | $166,999,000 | $839,191 |
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Separately Managed Accounts
Total SMA Asset: $166,999,000
Public Funds:
37.7% Equity - Exchange:
37.9% Cash:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,522,921,720 | 37.7% |
| Equity - Exchange | $1,531,000,880 | 37.9% |
| Cash | $985,657,559 | 24.4% |
| Total | $4,039,580,159 | 100.0% |