Miai, Inc.

Overview

Miai, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2002. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator, meaning it places client assets with third‑party managers in addition to managing portfolios directly. Ownership is a combination of a domestic corporate entity and individual owners. Advisory services include financial planning, portfolio management for individuals, small businesses and larger business or institutional clients, and selection of other advisers. The firm also operates as a registered representative of a broker‑dealer and as an insurance broker, which aligns with its product mix and fee arrangements. Its fees are a blend of percentage‑of‑AUM, hourly and fixed charges, plus commissionable activity tied to brokerage and insurance relationships. Miai is not listed as an active ESG investor.

Assets & Accounts

Investments & Alternatives