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Anthony Carsel

Investment Adviser Representative at MAI Capital Management, LLC

Cleveland, OHCRD #7211555Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anthony Carsel is an investment adviser representative with MAI Capital Management, LLC in Cleveland, OH, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with R Karras Asset Management & Planning, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Ohio.

Office

6050 Oak Tree Blvd, Suite 500
Cleveland, OH 44131

Advisors at this office: 52

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/30/2020
SIE
Securities Industry Essentials Examination
Passed 11/2/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MAI Capital Management, LLCCurrent
2/21/2024 – Cleveland, OH
R Karras Asset Management & Planning, LLC
6/4/2020 – 1/8/2024Independence, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Precision Environmental Co
    Oct 2015 – Nov 2019Independence, OH
  2. Unemployed
    Nov 2019 – Jan 2020Independence, OH
  3. R. Karras Asset Management & Planning, LLC
    Jan 2020 – Dec 2023Independence, OH
  4. MAI Capital Management LLC
    Dec 2023 – no end date reportedCleveland, OH

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MAI Capital Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
298
Offices listed on AdvisorFinder:
27
Main office:
Cleveland, OH
SEC file number:
801-58104

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at MAI Capital Management, LLC

Showing 12 of 298 in the directory

View MAI Capital Management, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Carsel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Anthony Carsel (MAI Capital Management) - Fees & Credentials