Mainstay Capital Management LLC

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Assets, Funds, Holdings

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Mainstay Capital Management LLC
CRD #109528
SEC #801-58099
CIK #0001127612
AUM $4.5 B (2025-07-23)
Employees 34 (59% Investors, 0% Brokers)
Phone866-444-6246
Address10775 South Saginaw
Grand Blanc, MI 48439
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.02000200820172026
Sector Form 13F Holdings Value ($B)
iShares Comex Gold Trust 0.1
SPDR Gold Trust 0.0
Nvidia Corp 0.0
Southern Co 0.0
Alphabet Inc 0.0
Transdigm Group Inc 0.0
J P Morgan Chase & Co 0.0
Exxon Mobil Corp 0.0
Palantir Technologies Inc 0.0
McKesson Corp 0.0
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02016201920222026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 2,028 0.9
(b) Individuals (high net worth individuals) 1,429 3.2
(c) Banking or thrift institutions 0 0.3
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,464 4.5
By Discretionary
Discretionary 3,463 3.9
Non-Discretionary 1 0.6
Total 3,464 4.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.5
Total 3,464 4.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001127612]
Comparable Firms State AUM ($B)
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NY 4.2
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3.8
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Roffman Milller Associates Inc
PA 2.9
Bogart Wealth LLC
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Chas P Smith & Associates PA Cpa's
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Berger Financial Group Inc
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Baltimore-Washington Financial Advisors Inc
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Key Financial Inc
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Motley Fool Wealth Management LLC
VA 2.2
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