John David Dovich
Investment adviser representative at Mai Capital Management, LLC
27 yearsExperience
1 stateRegistered in
ChFC®Designation
$52.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Mai Capital Management, LLCJun 2019 to now
- Lion Street Financial, LLCApr 2015 to Nov 2025
- John D. Dovich & Associates, LLCNov 1999 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2232507
- Firm CRD
- 109807