|
⚲
|
| Keyboard |
| MainStreet RIA LLC
✚
|
|
|---|---|
| CRD # | 309150 |
| SEC # | 801-121454 |
| CIK # | |
| AUM | 446.4 M (2026-02-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-801-0325 |
| Address | 6700 Keaton Corporate Parkway Ofallon, MO 63368 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 30.0 |
| (b) Individuals (high net worth individuals) | 23 | 40.6 |
| (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 | 5 | 375.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 206 | 446.4 |
| By Discretionary | ||
| Discretionary | 206 | 446.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 206 | 446.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 446.4 | |
| Total | 206 | 446.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prentiss Smith & Company Inc
✚
|
VT | 453.1 M |
|
Kinetic Investment Management Inc
✚
|
CA | 450.9 M |
|
M1 Capital Management
✚
|
MI | 450.4 M |
|
Nikulski Financial Inc
✚
|
IA | 449.0 M |
|
Arcadia Wealth Management LLC
✚
|
NH | 445.5 M |
|
Bright Road Wealth Management LLC
✚
|
AK | 443.3 M |
|
Money Management Services Inc
✚
|
AL | 442.7 M |
|
Landmark Wealth Management LLC
✚
|
NY | 442.0 M |
|
Rise Advisors LLC
✚
|
NY | 441.2 M |
|
Primesolutions Advisors LLC
✚
|
PA | 440.1 M |