MAI Capital Management
44yrs
Top 1% by experience in West Virginia
44yrs
David Lanham has worked in the financial industry for 44 years and is a fiduciary financial advisor based in Hurricane, West Virginia. After 32 years at LOC Investment Advisers, David joined MAI Capital Management in 2026, a firm offering financial planning, investment management, and private fund management. David holds the CFP® designation.
One of 27 advisors with offices in Hurricane, and one of 26 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in West Virginia
Office3981teays Valley Road, Hurricane, WV 25526
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.18 million
Advisors at the firm309
States licensed ?1 state
Services through MAI Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowMAI Capital Management, LLCCurrent firm
- 1994 – 2026LOC Investment AdvisersPreviously
Contact David
(216) 920-4800Firm headquarters in Cleveland, OH. Ask for David. 3981teays Valley RoadHurricane, WV 25526Office · Get directions Firm websiteHTTPS://WWW.MAISPORTS.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About David
How do I contact David?
Call MAI Capital Management at (216) 920-4800 and ask for David Lanham. David works from the Hurricane, WV office.
How long has David been a financial advisor?
David has been in the industry since 1982, about 44 years. Top 1% by experience in West Virginia.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
MAI Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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