MAXIMAI Investment Partners

TL;DR

MAXIMAI Investment Partners offers fee-only wealth management, financial planning, investment management and family office services to high-net-worth and ultra-high-net-worth domestic and international clients.

Coral Gables, FL

Registered 2016

8 employees

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$696 million

Regulatory AUM

As of ADV filing 2026-03-24

974

Accounts / Clients

171 clients

Disclosures

Item 11 events

SEC

Registration

SEC-registered

Team Size

employees, 5 advisory

10 yrs

Years Registered

First registered 2016

About MAXIMAI Investment Partners

Office: 500 S. Dixie Hwy, Suite 301, Coral Gables, FL.

Best for: Families with $1M or more wanting fee-only wealth management with family office services

Fee model and designations stated on the guide

Fee-only

Form ADV data

CRD284919

RegistrationSEC-registered

First registration2016

Regulatory AUM$696 million

ADV filing date2026-03-24

Accounts974

Clients171 individual and high-net-worth clients

Employees8

Advisory employees5

Fee modelFee-only per ADV 2A; performance fees possible for some clients

Minimum$1,000,000 to open an advisory account, may be waived (ADV 2A)

Disclosure events (Item 11)0

DesignationsNone named in ADV 2A; site not reachable

Source: SEC Investment Adviser Public Disclosure, CRD 284919, as of ADV filing 2026-03-24, pulled October 11, 2026.

Ranked on ProCloser

Top 15 Wealth Managers in Miami, FL (2026): rank 8 of 15

Advisers, reviews and AI visibility

Advisory representatives5 (SEC IAPD)

Average years in the industry15.0

Representatives with a disclosure0 of 5 (0%)

FINRA-registered representatives0 of 5

High-net-worth share of individual clients93% (ADV 5.D)

Regulatory AUM per advisory rep$139 million

Compensation methodsasset-based, performance (ADV 5.E)

Google Business Profileno exact-name listing with a rating

Sources: SEC IAPD individual records; Form ADV Part 1 filed 03/24/2026; Google Business Profile via DataForSEO checked 2026-10-11. Updated 2026-10-11.

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