MAIN STREET ADVISORS

Legal name: MSA ADVISORS, LLC

CRD 305170File 801-117239

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$9.65B

Top 10% of cohort (national)

Discretionary AUM

$7.01B

Non-discretionary $2.64B

Clients

125 accounts

Employees

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Aug 22, 2019
Principal office: 3110 MAIN STREET, SUITE 310, SANTA MONICA, CA, 90405
Phone: 310-778-2200
Website: https://www.linkedin.com/company/mainstreetadvisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.65B
Discretionary AUM: $7.01B
Non-discretionary AUM: $2.64B
Discretionary accounts: 52
Non-discretionary accounts: 73
Total accounts: 125
AUM per client: $130.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$47.6M
High net worth individuals	68	$7.14B
Pooled investment vehicles	6	$1.77B
State or municipal government entities	Fewer than 5	$690.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.