Brandon
Bleile

Mai Capital Management, LLC

CRD#6911393
Investment Advisor
in Independence, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brandon Bleile is a financial advisor based in Independence, Ohio, working with Mai Capital Management, LLC. Brandon has previously held positions at Keybanc Capital Markets Inc, R.S. Hanline, Foot & Ankle Center Of Ohio, Sherwin-Williams, Livelsberger Financial Advisory, Ashland University, Norwalk High School, and Mai Capital Management LLC. Brandon has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Brandon 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

Series 65, Series 63

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

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

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

Brandon Bleile Work History

2019 - Present (5 years)

Mai Capital Management LLC

2018 - 2019 (1 year)

Keybanc Capital Markets Inc

2017 - 2017 (< 1 year)

Sherwin-Williams

2017 - 2017 (< 1 year)

Livelsberger Financial Advisory

2016 - 2017 (1 year)

Foot & Ankle Center Of Ohio

2015 - 2017 (2 years)

Ashland University

2014 - 2016 (2 years)

R.S. Hanline

2013 - 2015 (2 years)

Norwalk High Shool

Disclosures

Please visit the SEC profile of Brandon Bleile 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 Dempsey
Independence, OH
Andrew Zalic
Independence, OH
Ryan Catanese
Independence, OH
Jason Bell
New York, NY
James Glending
Independence, OH
Joseph Mclean
San Ramon, CA
Matthew Chaffin
Little Rock, AR
Timothy O'Shei
Independence, OH

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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started