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Michael C Brennan

Investment adviser representative at Mai Capital Management, LLC
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Mai Capital Management, LLCJun 2019 to now
  2. John D. Dovich & AssociatesJun 2016 to Jun 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (OH).

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
5383186
Firm CRD
109807
Advisor's SEC record (opens in a new tab)
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