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MAIN STREET ADVISORS
Legal name: MSA ADVISORS, LLC
CRD 305170File 801-117239
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.65B
Top 10% of cohort (national)
Discretionary AUM
$7.01B
Non-discretionary $2.64B
Clients
74
125 accounts
Employees
34
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 34 | increased by6 |
| Apr 1, 2026 | Clients | 73 | 74 | increased by1 |
| Apr 1, 2026 | AUM | $8,739,376,053 | $9,647,018,829 | increased by$907,642,776 |
| Apr 1, 2026 | Accounts | 121 | 125 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 28 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 146 | 73 | decreased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,567,909,499 | $8,739,376,053 | increased by$171,466,554 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 180 | 121 | decreased by59 |
| Apr 1, 2022 | Employees | 23 | 25 | increased by2 |
| Apr 1, 2022 | Clients | 172 | 146 | decreased by26 |
| Apr 1, 2022 | AUM | $6,082,889,363 | $8,567,909,499 | increased by$2,485,020,136 |
| Apr 1, 2022 | Accounts | 179 | 180 | increased by1 |
| 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.