Gregory Alan Lowe
Investment adviser representative at Mai Capital Management, LLC
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$52.1BFirm assets
Are you Gregory Alan Lowe? Claim your profile
Contact this firm
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
15 years in the industry.
- Mai Capital Management, LLCDec 2025 to now
- Lowe Wealth Advisors, LLCJun 2011 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 3 states (DE, MD, TX).
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
- 2575861
- Firm CRD
- 109807