Kimball E Driggs
Investment adviser representative at Mai Capital Management, LLC
10 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
10 years in the industry.
- Mai Capital Management, LLCJan 2026 to now
- Evoke AdvisorsJun 2024 to Dec 2025
- Olympus Wealth ManagementAug 2023 to Apr 2024
- Morgan StanleyJun 2023 to Aug 2023
- Brigham Young UniversityAug 2022 to May 2023
- Brooks Pest ControlMay 2021 to Aug 2021
- Arivs Appraisal MangementJul 2020 to Aug 2022
- Blount ContractingMay 2020 to Jul 2020
- The Church of Jesus Christ of Latter-day SaintsJul 2018 to Apr 2020
- Swig DrinksJun 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7719458
- Firm CRD
- 109807