Jonathan Clark Boyack
Investment adviser representative at Mai Capital Management, LLC
12 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
12 years in the industry.
- Mai Capital Management, LLCJan 2026 to now
- Evoke AdvisorsMay 2024 to now
- Sepio CapitalSep 2023 to Dec 2023
- North Island Credit UnionJun 2023 to Aug 2023
- Benrich Service CompanyApr 2022 to Feb 2023
- Benrich Service CompanyApr 2021 to Jul 2021
- Crewe AdvisorsJan 2021 to Apr 2021
- Benrich Service CompanySep 2020 to Sep 2020
- Robert HalfMay 2020 to Aug 2020
- Brigham Young UniversityJan 2020 to Apr 2024
- Benrich Service CompanyOct 2019 to Dec 2019
- UnemployedNov 2017 to Sep 2019
- Del Taco LLCAug 2016 to Oct 2017
- StudentJun 2014 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7769052
- Firm CRD
- 109807