# Main Avenue Financial Services, LLC

> Main Avenue Financial Services, LLC is a state-registered investment advisory firm in Beaverton, OR, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 151580
- Filed as: MAIN AVENUE FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151580
- AdvisorCensus page: https://advisorcensus.com/firm/main-avenue-financial-services-llc-beaverton-or-151580

## Quick answers

**How is Main Avenue Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Main Avenue Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Main Avenue Financial Services, LLC located?**
Main Avenue Financial Services, LLC's principal office is in Beaverton, OR, according to its Form ADV.

**Is Main Avenue Financial Services, LLC registered with the SEC or a state?**
Main Avenue Financial Services, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151580.

**How much does Main Avenue Financial Services, LLC manage?**
Main Avenue Financial Services, LLC reports $101,854,438 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary).

**What types of clients does Main Avenue Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (34).

**Does Main Avenue Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151580

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $101,854,438
- Discretionary: $97,402,397
- Non-discretionary: $4,452,041

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $14,657,393 |
| High net worth individuals | 43 | $87,197,045 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mainavenuefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Main Avenue Financial Services, LLC (CRD 151580): Form ADV filing data as of October 2026.