Nathan Newman
Investment adviser representative at Mai Capital Management, LLC
11 yearsExperience
4 statesRegistered in
CFP® certification, ChFC®Designations
$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
11 years in the industry.
- Mai Capital Management, LLCJun 2024 to now
- Treloar & Heisel, LLCMay 2019 to now
- Wcg Wealth Advisors, LLCAug 2020 to Apr 2024
- Zimmer BiometMay 2018 to Aug 2018
- Full Time StudentAug 2015 to May 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (GA, LA, MS, TN).
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
- 7289429
- Firm CRD
- 109807