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Gavin Edward Haley

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.

  1. Mai Capital Management, LLCJan 2026 to now
  2. Puesto Mexican FoodAug 2024 to Jan 2025
  3. The Farms Golf ClubJul 2021 to Jan 2026
  4. Full Time StudentJan 2021 to Jul 2021
  5. Everyday CaliforniaJun 2020 to Jan 2021
  6. Full Time EducationJun 2019 to May 2020
  7. CinepolisMar 2019 to Jul 2019
  8. High School StudentAug 2014 to Jun 2019

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
8262152
Firm CRD
109807
Advisor's SEC record (opens in a new tab)
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