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THE MAIN STREET GROUP
Legal name: THE MAIN STREET GROUP, LTD
CRD 175502File 801-113192
APPROVED
Retail clients
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$515.3M
Above cohort median (national)
Discretionary AUM
$515.3M
Clients
765
2,488 accounts
Employees
13
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 8, 2018
- Principal office
- 4510 COX ROAD, SUITE 102, GLEN ALLEN, VA, 23060
- Phone
- 804-270-4470
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $515.3M
- Discretionary AUM
- $515.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,488
- Non-discretionary accounts
- 0
- Total accounts
- 2,488
- AUM per client
- $674K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $3.0M |
| Charitable organizations | 14 | $821K |
| High net worth individuals | 122 | $233.1M |
| Pension and profit sharing plans | 21 | $8.6M |
| Individuals (other than high net worth individuals) | 589 | $269.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 742 | 765 | increased by23 |
| Mar 1, 2026 | AUM | $470,325,672 | $515,285,051 | increased by$44,959,379 |
| Mar 1, 2026 | Accounts | 2,342 | 2,488 | increased by146 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 2,178 | 742 | decreased by1,436 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $414,639,848 | $470,325,672 | increased by$55,685,824 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,154 | 2,342 | increased by188 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 923 | 2,178 | increased by1,255 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $275,964,323 | $414,639,848 | increased by$138,675,525 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,593 | 2,154 | increased by561 |
| Apr 1, 2022 | Clients | 624 | 923 | increased by299 |
| Apr 1, 2022 | AUM | $206,683,544 | $275,964,323 | increased by$69,280,779 |
| Apr 1, 2022 | Accounts | 1,250 | 1,593 | increased by343 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAIN STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAIN STREET” may also match similarly-named firms). Confirm identity against each filing.
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.