NORTHBROOK, ILCRD 146036Latest ADV January 20, 2026
Main Street Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northbrook, IL. Its latest Form ADV filing, dated January 20, 2026, reports $250M in regulatory assets under management, 3 employees, and 144 accounts.
Assets Under Management
$250M
Employees
3
Offices
--
Total Clients
144
Primary office
NORTHBROOK, IL
707 SKOKIE BLVD, SUITE 190, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.9% of total clients.
Top client categories% of clientsClients
1
HNWI
88.9%
128
2
Individuals
9.7%
14
3
Charitable
1.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of January 20, 2026
Discretionary100.0%
$250M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$250M
Total Accounts144
10Y AUM Change+$129M (+105.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.