Mainstay Capital Management

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Last updated: January 16th, 2020. Data source: SEC filings.

Mainstay Capital Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 16 advisors. Mainstay Capital Management manages $2.6 billion and provides investment advisory services for 3,650 clients (1:229 advisor/client ratio). This firm does not have a disciplinary history.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 5
Percentage of Advisors Trusted 50%
Minimum Investment $200,000
Average Client Balance $707,677
Total AUM $2.6 billion
Advisor / Client Ratio 1:229
Headquarters Grand Blanc, MI
SEC Filings Forms and Brochures    (CRD # 109528)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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Wilquet wrote: Is Mainstay Capital Management a fiduciary?

8 months ago
Response from Jessica H at

Yes, all our research suggests Mainstay Capital Management has clients best interest for all account types.