Bradley
Norton

Mai Capital Management, LLC

CRD#2783070
Investment Advisor
in Independence, OH

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About this Advisor

Bradley Norton is a financial advisor based in Independence, Ohio, working with Mai Capital Management, LLC. Bradley has previously held positions at Victory Capital Management, Winfield Associates, Mai Capital Management, LLC, and Mai Capital Management LLC. Bradley is registered to provide services in Ohio. Currently, Bradley is part of Mai Capital Management, LLC, which operates out of Independence, Ohio. The firm has 26 offices and 331 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mai Capital Management, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

6050 Oak Tree Blvd. Suite 500
Independence, OH 44131

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Mai Capital Management, LLC Brokerage Details

Total Assets Under Management

$19,711,015,200

OH Average: $2,106,341,625
Total Number of Employees

331

OH Average: 34
Total Number of Accounts

26,826

OH Average: 1,972
Average Account Size

$734,773

OH Average: $1,068,125

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

Bradley Norton Work History

2024 - Present (0 year)

Mai Capital Management, LLC

2022 - Present (2 years)

Mai Capital Management LLC

2017 - 2022 (5 years)

Winfield Associates

2000 - 2017 (17 years)

Victory Capital Management

Disclosures

Please visit the SEC profile of Bradley Norton 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

Timothy O'Shei
Independence, OH
Michael Beaulieu
Ponte Vedra Beach, FL
Audra Nay
Santa Rosa, CA
Jordan Nightingale
Ponte Vedra Beach, FL
Allison Werden
Cleveland, OH
Ryan Keenan
Independence, OH
Noel Vonuelos
Mckinney, TX
Jason Bell
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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