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| Keyboard |
| Main Advisory Inc
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|---|---|
| CRD # | 328040 |
| SEC # | 801-128706 |
| CIK # | |
| AUM | 162.7 M (2026-02-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 724-731-0173 |
| Address | 2400 Ansys Drive Canonsburg, PA 15317 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 44.7 |
| (b) Individuals (high net worth individuals) | 30 | 109.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.2 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 415 | 162.7 |
| By Discretionary | ||
| Discretionary | 415 | 162.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 415 | 162.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.7 | |
| Total | 415 | 162.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Libertas Wealth Management Group Inc
✚
|
OH | 163.1 M |
|
Decamilla Capital Management LLC
✚
|
CA | 162.9 M |
|
Private Wealth Management of North Carolina LLC
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|
NC | 162.8 M |
|
Five Eleven Family Office LLC
✚
|
NY | 162.7 M |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 162.7 M |
|
MCS Financial Advisors LLC
✚
|
162.6 M | |
|
Lewinter Wealth Advisors LLC
✚
|
162.5 M | |
|
Savant Investment Advisers Inc
✚
|
IL | 162.5 M |
|
Dedicated Capital Advisors LLC
✚
|
CA | 162.5 M |
|
Taurus Financial LLC
✚
|
NJ | 162.5 M |