Matthew
Chaffin
Mai Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Chaffin is a financial advisor based out of Little Rock, Arkansas, who has 2 years of relevant experience. Chaffin currently works for Mai Capital Management, LLC. During their career, the advisor has held roles at Crews & Associates, Inc, Corrolly Inc, Crews & Associates Inc, University Of Arkansas, Smith Capital Management and Mai Capital Management. Chaffin has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arkansas. Mai Capital Management, LLC is a company headquartered in Independence, OH. The company has offices in 20 locations and a total of 331 employees. It oversees $16 billion in assets under management among its 23,704 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 45 charitable organizations. Of its 23,704 customer accounts, 43% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management are based on the type of financial services provided. However, fees charged by Mai Capital Management, LLC likely consist of some combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mai Capital Management, LLC Brokerage Details
$15,773,426,777
331
23,704
$665,433
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Chaffin Work History
Matthew has been registered as a financial advisor for 2 years.*
Mai Capital Management
Smith Capital Management
Crews & Associates, Inc
Corrolly Inc
University Of Arkansas
Crews & Associates Inc
University Of Arkansas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Chaffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mai Capital Management, LLC
Ponte Vedra Beach, FL
Independence, OH
Independence, OH
Rockville, MD
Little Rock, AR
Reston, VA
Dublin, CA
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
