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| Happy Holidays!! thanks for using AUM13F!! |
| Mainstay Capital Management LLC
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| CRD # | 109528 |
| SEC # | 801-58099 |
| CIK # | 0001127612 |
| AUM | $4.5 B (2025-07-23) |
| Employees | 34 (59% Investors, 0% Brokers) |
| Phone | 866-444-6246 |
| Address | 10775 South Saginaw Grand Blanc, MI 48439 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001127612 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.1 | ||
| SPDR Gold Trust | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Southern Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Transdigm Group Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| McKesson Corp | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| iShares Silver Trust | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
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NY | 4.2 |
|
Maseco LLP
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3.8 | |
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Stoker Ostler Wealth Advisors Inc
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Chas P Smith & Associates PA Cpa's
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Berger Financial Group Inc
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MN | 2.5 |
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Baltimore-Washington Financial Advisors Inc
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MD | 2.5 |
|
Key Financial Inc
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PA | 2.5 |
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Motley Fool Wealth Management LLC
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VA | 2.2 |