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THE MAIN STREET GROUP
THE MAIN STREET GROUP, LTD
CRD 175502 · SEC 801-113192
4510 COX ROAD, SUITE 102, GLEN ALLEN, VA, 23060, United States
Phone
804-270-4470
Fax
804-270-4490
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$515.3M
Discretionary AUM
$515.3M
Team
13 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 589 | $269.8M |
| High net worth individuals | 122 | $233.1M |
| Pension/profit sharing plans | 21 | $8.6M |
| Charitable organizations | 14 | $821K |
| Corporations/business entities | 19 | $3.0M |
States served
AZ, DC, LA, MD, NY, NC, OH, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD