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Mark David Van drunen

Investment adviser representative at Mai Capital Management, LLC
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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

19 years in the industry.

  1. Mai Capital Management, LLCMar 2021 to now
  2. Linsco/private LedgerMar 2007 to Mar 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 3 states (IN, OH, 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
4152120
Firm CRD
109807
Advisor's SEC record (opens in a new tab)
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