• Welcome to Mainstay Capital Management

    Welcome to Mainstay Capital Management

    We are an independent, fee-only, Registered Investment Advisor. With our staff of Senior Wealth Advisors,
    we can offer advice and comprehensive solutions for all of your financial planning needs.

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  • When Your Investments Demand  Professional Management

    When Your Investments Demand Professional Management

    Mainstay Capital Management can bring you the peace of mind that comes with knowing you have planned prudently for your future.

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  • Mainstay Compass™

    Mainstay Compass™

    Together, we can create a plan to get you on the right path towards and through retirement.

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  • Investment Management Solutions

    Investment Management Solutions

    Our team will manage your investment portfolio consistent with your personal retirement plan.

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  • Individual 401(k), 457, and 403(b)  Account Management

    Individual 401(k), 457, and 403(b) Account Management

    We specialize in the management of individual 401(k), 457, and 403(b) accounts for employees and retirees.

    SCHEDULE A MEETING

David Kudla, CEO of Mainstay Capital Management, and his staff have supported many local and national charities through both financial and volunteer efforts. David has generously supported the following non-profit organizations, many of which have affected him or his family personally. In addition, as a staunch advocate of financial literacy and the power of education, David has also supported those groups whose mission provides workforce readiness and entrepreneurship skills to young people. David encourages support of these non-profit organizations.

Barron's Investing in Education

Mainstay Capital Management has proudly partnered with Barron's to help strengthen and support the next generation of business leaders. Our collaboration has helped provide students at Stanford University with the knowledge and skills to become successful…

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The David Kudla Foundation

The David Kudla Foundation proudly sponsors the annual ENGAGE® Undergraduate Investment Conference, hosted by the MII (Michigan Interactive Investment) at the University of Michigan Ross School of Business each year. 

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Engage Undergraduate Investment Conference

Website: www.umichuic.com

As sponsor and Executive Advisor of the ENGAGE® Undergraduate Investment Conference, David Kudla helps organize an impressive line-up of speakers and special guests as participants in ENGAGE®, including Federal Reserve Presidents,…

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Make-A-Wish

Website: michigan.wish.org

Make-A-Wish® Michigan grants about one wish per day for a child with a life-threatening medical condition. We believe that providing a child with their wish can provide them with a moment of happiness that can never be taken away.…

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Special Olympics

Website: www.somi.org

Mainstay Capital Management had provided proud support to Special Olympics Michigan. In particular, we are proud to have had the opportunity to partner with the GM Men's Club and be a part of the volunteer efforts at the State Soccer…

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Children's Hospital of Michigan

Website: www.childrensdmc.org

David Kudla, CEO of Mainstay Capital Management, along with several staff members and spouses, proudly attended the Children's Hospital of Michigan Foundation's fund raising event. Mainstay's charitable donation for this event…

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Disabled American Veterans

Website: www.dav.org

Mainstay Capital Management, through our Veteran's Affairs initiative, sponsored the Disabled American Veterans and other organizations that supported our veterans and the families of America's men and women in uniform. 

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National Financial Advisor Week

Mainstay Capital Management proudly participated in the first annual National Financial Advisor Week (NFAW), held in New York City. This informative event, designed to celebrate the excellent work financial advisors do for investors, was highlighted by 31…

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University of Dayton RISE 14

RISE 14 – Renowned Speakers for March 2014 Forum

As CEO of Mainstay Capital Management, David Kudla, was proud of the impressive line up of speakers and special guests that were in attendance at RISE14. Former Federal Reserve Bank President and 2014 FOMC…

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University of Dayton RISE 13

RISE 13 – Forum's First Federal Reserve Presidents Panel

Mainstay Capital Management’s CEO, David Kudla, proudly served as the Executive Director of RISE® (Redefining Investment Strategy Education) Forum. Featured speakers for the 2013 year, included Ben…

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Eric Hartwell Foundation

Website: www.erichartwellfoundation.com

The Eric Hartwell Foundation is a non-profit charitable foundation created in memory of Eric Hartwell, age 9-1/2, (diagnosed ALL Ph+ in June of 2004 and passing on December 6, 2004) that seeks to provide direct…

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Junior Achievement (JA)

Website: www.juniorachievement.org

Some of life's most important lessons aren't taught in school - like how to run a household, manage a monthly budget or buy a house. JA Finance Park, a Junior Achievement educational program, helps middle school and high…

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Other Non-Profit Organizations supported by Mainstay Capital Management:

  • Adopt-a-Family
  • American Cancer Society
  • American Heart Association
  • American Red Cross
  • Boys & Girls Clubs of Southeastern Michigan
  • Children's Center
  • Children's Hospital of Michigan Foundation
  • Davison After School Program
  • Ed Heid Memorial Golf Outing
  • Foran/Price Memorial Golf Outing
  • GM Managers Network/UAW Charity Golf Event
  • Harbour Island Outreach
  • Humane Society
  • Habitat for Humanity
  • Juvenile Diabetes Research Foundation
  • March of Dimes
  • Meals On Wheels
  • Multiple Sclerosis Society
  • St. Jude Children's Hospital
  • Salvation Army
  • Susan G. Komen for the Cure
  • VFW Post 4012 Ladies Auxiliary Golf Outing


Mainstay Capital Management

We are an independent, fee-only, Registered Investment Advisor. With our staff of Senior Wealth Advisors,
we can offer advice and comprehensive solutions for all of your financial planning needs.



We Specialize in the Management of Individual 401(k), 457 and 403(b) Accounts for Employees and Retirees
General Motors, Ford, Stellantis (formerly FCA), BorgWarner, Visteon, Rolls-Royce, Allison TransmissionState of Michigan, Among Others

  

  • Americas Top Wealth Advisors 2026
  • Financial Advisor
  • BarronsNEW
  • Forbes Best In State

    Recent Media Appearances

    Bloomberg

    David Kudla, Mainstay Capital Management Founder and CEO, shares his market and economic outlook

    CNN

    David Kudla, CEO of Mainstay Capital Management, joined Paula Newton on CNN at the New York Stock Exchange to discuss U.S. stocks, the Fed, and the tech sector.

    FOX Business

    Mainstay Capital Management CEO David Kudla joined Charles Payne on Fox Business to discuss AI stocks.

    CNBC

    David Kudla, CEO of Mainstay Capital Management, joined Kelly Evans and Brian Sullivan on CNBC to discuss three AI stocks he's watching.

    Full Ranking Disclosure

    Form ADV Part 2A Brochure 

    ADV Part 3 Form CRS

     

     

     

     

    DISCLOSURE INFORMATION - RANKINGS AND AWARDS

    Barron's Magazine - Top 100 Independent Advisors

    According to Barron’s: The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. Moreover, neither Mainstay nor any other participating advisors paid a fee to be eligible for the “Top 100 Independent Advisors." The data is based on one fiscal year (7/1/24 - 6/30/25) and appeared in Barron’s on 9/15/25.

     

    Forbes - America's Top Wealth Advisors 

    Forbes ranking of America’s Top Wealth Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors data as of 6/30/25 and appeared on Forbes online on 4/7/26.

     

    ForbesBest-In-State Wealth Advisors

    Forbes ranking of Best-in-State Wealth Advisors was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Best-in-State Wealth Advisors data as of 6/30/25 and appeared on Forbes online on 4/7/26.

     

    CNBC - Financial Advisor 100

    The CNBC 2025 Financial Advisor 100 comes from CNBC, a business and financial news outlet that publishes an annual list of top registered investment advisors. Mainstay Capital Management, LLC (“Mainstay”) is not affiliated with CNBC. CNBC’s Financial Advisor 100 ranking is produced in partnership with AccuPoint Solutions and is based on a combination of quantitative data and editorial review. The process begins with an initial list of 40,563 registered investment advisors from the U.S. Securities and Exchange Commission’s regulatory database, which is narrowed to firms meeting CNBC’s proprietary screening criteria. CNBC then distributes an extensive email survey to qualifying firms to verify key details, which are reviewed and confirmed against SEC filings and other publicly available information. AccuPoint Solutions applies CNBC’s proprietary weighted methodology to determine the top 100 firms. Factors considered include an advisory firm’s regulatory and compliance record, number of years in business, number of certified financial planners, number of employees and investment advisors, ratio of investment advisors to total staff, total and discretionary assets under management, total accounts, and number of states of registration. Firms with regulatory disclosures or disciplinary actions are automatically disqualified. There was no direct compensation provided to be nominated for or included in this ranking. CNBC has stated that a firm’s or advisor’s appearance on the Financial Advisor 100 list does not constitute an endorsement by CNBC of any firm or advisor. The 2025 CNBC Financial Advisor 100 ranking was published on October 1, 2025.