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

Dec 21, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 6, 2014

First registration

Dec 21, 2009

Dual registered

no

Other names

BASS HARRISON JUSTIN

IAPD individual key

5106118

• Occurred

  Sep 14, 2022
  Advisor changed firm

  Justin Harrison Bass left True Capital Management for Mai Capital Management, Llc (registered 2022-09-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6bb2cdfd-4ef4-fd89-623e-0d5406681ea1

First observed

Dec 21, 2009

Last observed

Sep 14, 2026 5 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.