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 wth Barron's to help strengthen and support the next generation of business leaders. Our collaboration has helped provide students at Stanford University wth 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
  • 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

Important Consumer Disclosures

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Disclosure Information - Rankings and Awards

Barron's Magazine - Top 100 Independent Wealth 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. The data is based on one fiscal year (7/1/22 - 6/30/23) and appeared in Barron’s on 9/18/23.


Schwab IMPACT Awards®

The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry. Mainstay Capital Management does use Charles Schwab to custody certain client assets, however there was no direct compensation provided to be nominated for this award. Mainstay Capital Management received this annual award on November 15, 2017.