Bradley Jon Smith
Investment adviser representative at Mai Capital Management, LLC
16 yearsExperience
4 statesRegistered in
$52.1BFirm assets
26 yearsFirm in business
Are you Bradley Jon Smith? 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
16 years in the industry.
- Mai Capital Management, LLCJun 2019 to now
- Mtx Wealth ManagementNov 2010 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (LA, TX, VA, 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
- 4630968
- Firm CRD
- 109807