MAI CAPITAL MANAGEMENT
Q4 2024 Form 13-F
INDEPENDENCE, OHIO
$13.5B Reported Value Total
MAI CAPITAL MANAGEMENT, LLC reports 26,826 total accounts under management (AUM). There are 22,088 discretionary accounts valued at $17,838,379,371, and 4,738 non-discretionary accounts valued at $1,872,635,829.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.