Mainstay Capital Management, LLC

RIASEC RegisteredEst. 2000
Total AUM
$5.3B
Discretionary
$4.7B
88% of AUM
Avg account
$1.5M
Accounts
3,460
Employees
33
Advisory reps
25

Firm details

Headquarters
Grand Blanc, Michigan
CRD number
109528
Registered since
November 14, 2000
Website
www.mainstaycapital.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.65%
  • Individuals15.29%
  • Banking / Thrift Institutions7%
  • Corporations / Businesses0.05%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mainstay Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and operating since 2000. The firm is owned by an individual and focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its client billing mixes percentage-of-AUM fees with fixed-fee arrangements. Mainstay is not listed as an active ESG investor and does not act as a capital allocator; it appears to run client-facing advisory portfolios rather than operating a separate multi-manager platform. The firm has received industry recognition in recent years: it was named among Forbes’ Top RIA Firms in 2022, 2023 and 2024, and was included on CNBC’s Top 100 Financial Advisory Firms list in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Cash & Cash Equivalents 8%, US Government Bonds 6%, Exchange Traded Equities 2%, State & Local Bonds 2%82%
  • Public Funds/Mutual Funds82%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • Exchange Traded Equities2%
  • State & Local Bonds2%

Owners & executives

3 of 3
  • David Kudla

    David Kudla

    CEO & Chief Investment StrategistCRD 4431292

  • Christine Weiler

    Chief Compliance OfficerCRD 5361424

  • Jeremiah Ludington

    Chief Compliance OfficerCRD 6328663

Contacts

3 of 22
  • Jason Best

    Jason Best

    Senior Wealth AdvisorCRD 2467448

  • Bartholomew Mackler

    Bartholomew Mackler

    Financial AdvisorCRD 2571840

  • Catheryn Makela

    Catheryn Makela

    Senior Wealth AdvisorCRD 6488302

Unlock 19 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$1.5B in ETFs

Passive

70%

$1B

Active

28%

$445M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA VALUE FACTOR ETF (VLUE)BlackRockPassiveLarge Value$118M588,7508.02%
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Location

Primary office

Grand Blanc, MI

Genesee

Location

Grand Blanc, MI

Headquartered in Grand Blanc, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Genesee
Address
10775 S Saginaw St
Time zone
ET (UTC-5)
Office locations

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