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Logan Marcell Frasier

Investment adviser representative at Mai Capital Management, LLC
11 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

11 years in the industry.

  1. Mai Capital Management, LLCJan 2025 to now
  2. Treloar & HeiselAug 2024 to now
  3. Collegiate Entrepreneurs Painting ServicesFeb 2024 to Aug 2024
  4. Bryant UniversityAug 2020 to Aug 2024
  5. Whiskey Joe's Bar and GrillApr 2020 to Aug 2020
  6. State College of FloridaAug 2018 to May 2020
  7. Palmetto High SchoolAug 2015 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
8036964
Firm CRD
109807
Advisor's SEC record (opens in a new tab)
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