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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 Oct 1, 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
- HTTP://WWW.MSFSOLUTIONS.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 2,395 | 2,111 | decreased by284 |
| Apr 1, 2026 | AUM | $2,494,613,000 | $2,508,000,000 | increased by$13,387,000 |
| Apr 1, 2026 | Accounts | 6,091 | 5,846 | decreased by245 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 41 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,394 | 2,395 | increased by1,001 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,568,586,836 | $2,494,613,000 | increased by$926,026,164 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,455 | 6,091 | increased by1,636 |
| May 1, 2022 | Employees | 24 | 27 | increased by3 |
| Apr 1, 2022 | Employees | 27 | 24 | decreased by3 |
| Apr 1, 2022 | Clients | 1,203 | 1,394 | increased by191 |
| Apr 1, 2022 | AUM | $1,372,437,272 | $1,568,586,836 | increased by$196,149,564 |
| Apr 1, 2022 | Accounts | 3,791 | 4,455 | increased by664 |
| 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.