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Neil Joseph john Hantak

Investment adviser representative at Mai Capital Management, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$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

13 years in the industry.

  1. Mai Capital Management, LLCJun 2019 to now
  2. John Dovich and AssociatesJul 2017 to Jun 2019
  3. The Randolph Co.Feb 2013 to Jul 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003

State registrations

Registered as an investment adviser representative in 2 states (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
4409357
Firm CRD
109807
Advisor's SEC record (opens in a new tab)
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