RIA Intel›Advisers›Michigan›MAINSTAY CAPITAL MANAGEMENT, LLC

MAINSTAY CAPITAL MANAGEMENT, LLC

Advisory

N·GRAND BLANC, MI

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM

$5.3B

1-Year AUM Growth

+15.4%

3-Year CAGR

+3.1%

Employees

19

Assets Under Management

Total AUM$5.3B

Discretionary AUM$4.7B

Non-Discretionary AUM$619M

Discretionary %88.3%

Total Clients3,381

Team

Total Employees19

Investment Advisers33

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record95

First FilingMar 27, 2001

Latest FilingJul 15, 2026

🔒 Full AUM trend chart and 95 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MAINSTAY CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.