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Cody James

MAI Capital Management, LLC

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About Cody James

Cody James is an Investment Advisor Representative with MAI Capital Management, LLC. Cody has been in the financial services industry for more than 10 years. Cody is registered to provide investment advice in Maryland and Virginia. Cody holds the Certified Financial Planner and Chartered Financial Analyst designations. Cody provides financial planning, portfolio management and selection of other advisors services to a wide range of clients, including individuals, families, businesses, investment companies and pooled investment vehicles. Cody has specializations in retirement planning, investment management, and insurance. Cody is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Cody James is currently registered with MAI Capital Management, LLC. MAI Capital Management, LLC is an investment advisor headquartered in Cleveland, Ohio. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. MAI Capital Management manages approximately $19.71 billion in assets for a diverse clientele, including individuals, corporations, charitable organizations, and pension plans.
MAI Capital Management, LLC

6050 OAK TREE BLVD

CLEVELAND, OH 44131

$19.71B

Assets Under Management

160

Total Clients

188

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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due diligence/research

Due diligence/research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of non-investment income

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Cody James’s Registration & Firm History

VA

10/11/2024 - Present

MAI Capital Management, LLC (Ashburn VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cody James.
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