Zachary Wilcox

MAINSTAY CAPITAL MANAGEMENT

Grand Blanc, MI 48439

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CRD#: 7647359

Professional summary

Zachary Wilcox is a registered financial advisor currently at MAINSTAY CAPITAL MANAGEMENT, LLC located in Grand Blanc, Michigan.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zachary has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Wilcox's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 27, 2026 - Present

MAINSTAY CAPITAL MANAGEMENT, LLC

Office #1: 10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439

RIA

CRD#: 109528

Grand Blanc, MI

Past

May 24, 2024 - June 4, 2025

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

RIA

CRD#: 312989

FLINT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA

Registered Investment Advisory firm - (11/14/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/14/2023

Securities Industry Essentials Examination

Current Firm

MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA

Registered Investment Advisory firm - (11/14/2000 Approved)

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Contact information

Main Address

10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439

Mailing Address

P.o. Box 487, Grand Blanc, MI 48480

Phone number

(866) 444-6246

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (1/23/2026)

Regulatory assets under management

Total Number of Accounts	3,587
AUM (Assets Under Management)	$ 4,802,375,480

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2026	Cover Page	Report
12/20/2024	Cover Page	Report
10/23/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Zachary Wilcox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Wilcox's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAINSTAY CAPITAL MANAGEMENT, LLC

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Primary Firm SEC Registration

MAINSTAY CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2024

SIE

Date: 2/14/2023

Current Firm

MAINSTAY CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MAINSTAY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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