MAI CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $52.10B |
| Discretionary | $35.66B68% of AUM |
| Non-Discretionary | $16.44B |
| Client Accounts | 48,547 |
| Avg Account Size | $1.1M |
| Employees | 562 |
| Peak AUM | $52.10BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $52.1B | +75.8% | +45.8% | +40.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $52.10B |
| Discretionary | $35.66B |
| Employees | 562 |
| Client Accounts | 48547 |
| Client Range | More than 500 |
Contact & Location
Address
6050 OAK TREE BLVD
CLEVELAND OH 44131
Phone
(216) 920-4800
Filing History
134 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$35.7B
68.4% of AUM
Non-Discretionary
$16.4B
31.6% of AUM
Disc. mix ▼ 24.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserPension ConsultantLaw Firm