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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 May 19, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.