John A Adcock
Investment adviser representative at Mai Capital Management, LLC
23 yearsExperience
10 statesRegistered in
CFP® certification, ChFC®Designations
$52.1BFirm assets
Are you John A Adcock? 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
23 years in the industry.
- Mai Capital Management, LLCJun 2024 to now
- Treloar & Heisel, LLCFeb 2003 to now
- Wcg Wealth Advisors, LLCDec 2016 to Jul 2024
- Massachusetts Mutual Life Insurance CoJul 2003 to Jul 2024
- MML Investors ServicesJul 2003 to Dec 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 10 states (CA, IA, IL, KS, MN, MO, ND, NE, SD, WI).
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
- 4628189
- Firm CRD
- 109807