Dustin Allan Eldridge
Investment adviser representative at Mai Capital Management, LLC
14 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
14 years in the industry.
- Mai Capital Management, LLCJan 2025 to now
- Waterloo CapitalJun 2023 to Jan 2025
- Team Private Wealth Management LLCApr 2022 to Aug 2023
- Tolleson Private Wealth ManagementSep 2019 to Apr 2022
- Carter Advisory ServicesSep 2016 to Sep 2019
- Raymond James Financial Services Advisors Inc.Feb 2014 to Sep 2019
- Raymond James Financial Services, Inc.Dec 2012 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 6140763
- Firm CRD
- 109807