Mai, Inc.
● SEC registered since 1986CRD 107337SEC# 801-26952Lexington, KY
Reg. AUM
$329.7M
Employees
6
Accounts
384
Location
Lexington, KY
Mai, Inc. assets under management
Mai, Inc. is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 1986. It reports $329.7 million in regulatory assets under management and employs 6 people.
Mai, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ramsey Pierse Bova Control | President And Chief Compliance Officer | Over 75% | 2008 |
| Stephen Byars | Chief Investment Officer | Under 5% | 2021 |
Frequently asked questions
How much does Mai, Inc. manage?
Mai, Inc. reports $329.7 million in regulatory assets under management on its Form ADV.
How many employees does Mai, Inc. have?
Mai, Inc. reports 6 employees.
Where is Mai, Inc. located?
Mai, Inc. is based in Lexington, KY and has been SEC-registered since 1986.
Does Mai, Inc. disclose fund performance?
Mai, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 121 Walton Avenue, Lexington, KY 40508 |
| Phone | 859-268-1117 |
| Fax | 859-269-7315 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$329.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$329.7Mregulatory AUM
Discretionary $329.7M