The Main Street Group is an SEC registered investment adviser organized as a corporation with a primary office location in Glen Allen, VA. Its latest Form ADV filing, dated April 8, 2026, reports $515M in regulatory assets under management, 13 employees, 1 office, and 2,488 accounts.
Assets Under Management
$515M
Employees
13
Offices
1 office
Total Clients
765
Primary office
GLEN ALLEN, VA
4510 COX ROAD, SUITE 102, GLEN ALLEN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
589
2
HNWI
15.9%
122
3
Pension Plans
2.7%
21
4
Corporations
2.5%
19
5
Charitable
1.8%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$515Mas of April 8, 2026
Discretionary100.0%
$515M
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.
Total AUM$515M
Total Accounts2,488
10Y AUM Change+$376M (+271.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee59:1
10Y Employee Change-1 (-7.1%)
* 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.