Kevin
Runge
Mai Capital Management, LLC
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About this Advisor
Kevin Runge is a chartered financial analyst operating in Charlotte, North Carolina, with a total of 2 years of industry experience. Runge is on the advisory team at Mai Capital Management, LLC. Throughout their career, Runge has worked at Queens Oak Advisors, Mai Capital Management and Sterling Capital Management LLC. Runge is approved to advise clients in North Carolina. Mai Capital Management, LLC is a firm that has its headquarters in Independence, OH. The firm has offices in 20 locations and a total of 331 financial advisors. It manages $16 billion in assets under management across its 23,704 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 45 charitable organizations. Of its 23,704 client accounts, 43% are held by high-net-worth clients who have more than $1 million in investable assets. Mai Capital Management, LLC provides a broad 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 charged by financial advisors typically vary depending on which services are offered. However, fees charged by Mai Capital Management, LLC most likely are comprised of some combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kevin Runge Work History
Kevin has been registered as a financial advisor for 2 years.*
Mai Capital Management
Queens Oak Advisors
Sterling Capital Management LLC
*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 Kevin Runge 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
Dublin, CA
Independence, OH
Independence, OH
Little Rock, AR
Reston, VA
Rockville, MD
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.
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