Matthew Elliott Sear
Investment adviser representative at Mai Capital Management, LLC
13 yearsExperience
1 stateRegistered in
$52.1BFirm assets
26 yearsFirm in business
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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.
- Mai Capital Management, LLCJan 2026 to now
- Evoke AdvisorsAug 2023 to now
- Inbalance Advisors, LLCDec 2022 to Aug 2023
- UnemployedJul 2022 to Nov 2022
- Hastings Capital Group, LLCAug 2019 to Jul 2022
- Skybridge Capital Ii, LLCAug 2019 to Jul 2022
- Evoke Wealth LLCMay 2019 to Jun 2019
- First Republic Investment Management, Inc.Aug 2017 to May 2019
- Southern Methodist UniversityMay 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6907762
- Firm CRD
- 109807