Steven Andrew Meegan
Investment adviser representative at Mai Capital Management, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Mai Capital Management, LLCJun 2021 to now
- Ultimus Fund SolutionsJun 2018 to Jun 2021
- University Housing SolutionsJun 2017 to Sep 2017
- Clovernook Country ClubJun 2017 to Jul 2017
- Xavier UniversityAug 2014 to May 2018
Designations
- CFA
Exams passed
No exams in this record.
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
- 6964791
- Firm CRD
- 109807