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MAINSTREET ADVISORS

Legal name: MAINSTREET INVESTMENT ADVISORS LLC

CRD 146615File 801-68930
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.86B
Top 25% of cohort (national)
Discretionary AUM
$963.2M
Non-discretionary $4.89B
Clients
58
5,636 accounts
Employees
26
Top 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Mar 12, 2008
Principal office
120 N. LASALLE STREET, SUITE 3300, CHICAGO, IL, 60602-2424
Phone
312-223-0270

Assets & accounts

ADV Item 5F
Total regulatory AUM
$5.86B
Discretionary AUM
$963.2M
Non-discretionary AUM
$4.89B
Discretionary accounts
747
Non-discretionary accounts
4,889
Total accounts
5,636
AUM per client
$101.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals2$3.1M
Banking or thrift institutions56$5.85B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Publications
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.