Provided by Convergence Inc.
Institutional intelligence for the asset management industry

MAINSTAY CAPITAL MANAGEMENT, LLC

Business and Investment Profile

The MAINSTAY CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $5.31Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MAINSTAY CAPITAL MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 40.48% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 25.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 10775 SOUTH SAGINAW BLDG C, SUITE F, GRAND BLANC, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 33 employees comprised of 19 investment and 14 non-investment staff. The total number of Employees increased by 13.79% over the last 5-years.

Asset Profile

Their $5.31Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $4.12Bn or 77.65% of Total Assets and Individuals own $811.53mn or 15.29% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

MAINSTAY CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MAINSTAY CAPITAL MANAGEMENT, LLC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Mainstay Capital Management, Mainstay
Generated 2026-09-12T06:48:19.3169512.  © 2026 Convergence.