This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MAI CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S65

First exam

Jul 10, 2021

First registration

Feb 2, 2022

Dual registered

no

IAPD individual key

7427439

• Occurred

  Jun 16, 2026
  Advisor changed firm

  Jeffrey Alan Fritts left Amplified Alpha for Service Academy Capital Management Llc (registered 2023-07-12)

  Form ADVobserved 5 days ago
• Occurred

  Jun 9, 2026
  Advisor changed firm

  Jeffrey Alan Fritts left Service Academy Capital Management Llc for Evoke Advisors (registered 2026-06-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:48213bb4-629d-46f6-74dc-1e2354e5de52

First observed

Feb 2, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.