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 $4.0 BB (2024-08-29)
Employees 31 (61% Investors, 0% Brokers)
Phone866-444-6246
Address10775 South Saginaw
Grand Blanc, MI 48439
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SO 75,035.5 3.2
XOM 385,508.3 3.0
NVDA 399,550.0 3.0
OKE 25,448.2 2.5
PG 338,108.9 2.3
JPM 340,169.2 2.2
AAPL 2,382,844.0 2.1
GOOG 1,482,566.4 2.0
PRU 36,630.0 2.0
HPQ 35,615.7 2.0
View All
Holdings by Sector ($MM)
60048036024012002017201920222025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 2,164 1.0
(b) Individuals (high net worth individuals) 1,312 2.6
(c) Banking or thrift institutions 0 0.4
(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 3,483 4.0
By Discretionary
Discretionary 3,482 3.6
Non-Discretionary 1 0.4
Total 3,483 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 3,483 4.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001127612]
Comparable Firms State AUM ($BB)
Stash Investments LLC
NY 3.3
Maseco LLP
3.3
Bogart Wealth LLC
VA 2.6
Stoker Ostler Wealth Advisors Inc
AZ 2.6
Roffman Milller Associates Inc
PA 2.5
Chas P Smith & Associates PA Cpa's
FL 2.4
The Retirement Planning Group LLC
KS 2.3
Key Financial Inc
PA 2.2
Baltimore-Washington Financial Advisors Inc
MD 1.9
Motley Fool Wealth Management LLC
VA 1.9
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