Michael
Martin

Mai Capital Management, LLC

CRD#6883029
Investment Advisor
in Ann Arbor, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Martin is a financial advisor based in Ann Arbor, Michigan, working with Mai Capital Management, LLC. Michael has previously worked at Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Services Inc, Tennessee Titans, Philadelphia Eagles, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC, Mai Capital Management LLC, and Foreside Fund Services, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Michael is part of Mai Capital Management, LLC, which operates in Ann Arbor, Michigan. The firm has 29 offices and 482 employees. Mai Capital Management, LLC manages $29.6 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, 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, selection of other advisers, and other services. The fee structures at Mai Capital Management, LLC include asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66

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

24 Frank Lloyd Wright Drive Suite 4131
Ann Arbor, MI 48105

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

$29,630,499,856

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

482

MI Average: 34
Total Number of Accounts

40,758

MI Average: 1,972
Average Account Size

$726,986

MI 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

Michael Martin Work History

2024 - Present (1 year)

Mai Capital Management LLC

2024 - Present (1 year)

Foreside Fund Services, LLC

2023 - 2024 (1 year)

Cetera Advisor Networks LLC

2023 - 2024 (1 year)

Cetera Investment Advisers LLC

2017 - 2024 (7 years)

Wealth Strategies Financial Group

2017 - 2023 (6 years)

Minnesota Life Insurance Co

2017 - 2023 (6 years)

Securian Financial Services Inc

2017 - 2017 (< 1 year)

Securian Financial Services Inc

2017 - 2017 (< 1 year)

Wealth Strategies Financial Group

2016 - 2016 (< 1 year)

Philadelphia Eagles

2012 - 2016 (4 years)

Tennessee Titans

Disclosures

Please visit the SEC profile of Michael Martin 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

Brandon Rozanski
Cincinnati, OH
Logan Frasier
Dallas, TX
Andrew Meyer
Newport Beach, CA
Dominic Petrony
New York, NY
Morgan Tester
Gaithersburg, MD
Joseph Neff
Independence, OH
Nathan Newman
Independence, OH
Lindsay Sawicki
Ponte Vedra Beach, FL

The data in this profile was pulled by SmartAsset on 6/4/2025. 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