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MAIN STREET FINANCIAL SOLUTIONS, LLC
CRD 305834File 801-117871
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.51B
Top 25% of cohort (national)
Discretionary AUM
$2.48B
Non-discretionary $33.0M
Clients
2,111
5,846 accounts
Employees
41
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 2, 2020
- Principal office
- 104 PHEASANT RUN, SUITE 103, NEWTOWN, PA, 18940
- Phone
- 215-259-5021
- Website
- https://tblfinancial.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.51B
- Discretionary AUM
- $2.48B
- Non-discretionary AUM
- $33.0M
- Discretionary accounts
- 5,754
- Non-discretionary accounts
- 92
- Total accounts
- 5,846
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 46 | $91.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 24 | $6.0M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 706 | $2.09B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 60 | $24.0M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 1,275 | $301.0M |
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 other
- 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
- 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- Q11C4
- Q11C5
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.