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| Keyboard |
| The Main Street Group Ltd
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|
|---|---|
| CRD # | 175502 |
| SEC # | 801-113192 |
| CIK # | 0001965796, 0001578025, 0001656334 |
| AUM | 515.3 M (2026-05-19) |
| Employees | 13 (62% Investors, 31% Brokers) |
| Phone | 804-270-4470 |
| Address | 4510 Cox Road Glen Allen, VA 23060 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.4 | ||
| Apple Inc | 3.7 | ||
| Amazon Com Inc | 2.6 | ||
| Nvidia Corp | 2.1 | ||
| Norfolk Southern Corp | 1.7 | ||
| Capital One Financial Corp | 1.6 | ||
| Alphabet Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 269.8 |
| (b) Individuals (high net worth individuals) | 122 | 233.1 |
| (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 | 21 | 8.6 |
| (h) Charitable organizations | 14 | 0.8 |
| (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 | 19 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,488 | 515.3 |
| By Discretionary | ||
| Discretionary | 2,488 | 515.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,488 | 515.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 515.3 | |
| Total | 2,488 | 515.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001578025] | |
| D | [0001656334] | |
| 13F-HR | [0001965796] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Benin Management Corp
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521.0 M | |
|
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Uncommon Cents Investing LLC
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WI | 519.6 M |
|
Matson Financial Advisors Inc
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CT | 518.9 M |
|
Orion Investment Co
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MO | 515.4 M |
|
Twenty-First Tailored Solutions Inc
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515.3 M | |
|
James T Borello & Co
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|
IL | 514.1 M |
|
Client 1st Advisory Group LLC
✚
|
FL | 511.5 M |
|
Robert L Bender Inc DBA Robert Bender & Associates
✚
|
CA | 510.9 M |
|
Horizon Advisory Services Inc
✚
|
NY | 510.2 M |