SANTA MONICA, CACRD 305170Latest ADV March 27, 2026
Main Street Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated March 27, 2026, reports $9.6B in regulatory assets under management, 34 employees, and 125 accounts.
Assets Under Management
$9.6B
Employees
34
Offices
--
Total Clients
74
Primary office
SANTA MONICA, CA
3110 MAIN STREET, SUITE 310, SANTA MONICA, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.9% of total clients.
Top client categories% of clientsClients
1
HNWI
91.9%
68
2
Pooled Investment Vehicles
8.1%
6
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.6Bas of March 27, 2026
Discretionary72.7%
$7.0B
73% of total RAUM72.7%
Non-discretionary27.3%
$2.6B
27% of total RAUM27.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.6B
Total Accounts125
10Y AUM Change+$4.9B (+102.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee2:1
10Y Employee Change+20 (+142.9%)
* 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.