# Main Street Investment Management

> Main Street Investment Management is a state-registered investment advisory firm in Edmond, OK, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 161452
- Filed as: MAIN STREET INVESTMENT MANAGEMENT
- Legal name: Main Street Investment Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edmond, OK
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161452
- AdvisorCensus page: https://advisorcensus.com/firm/main-street-investment-management-edmond-ok-161452

## Quick answers

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

**Where is Main Street Investment Management located?**
Main Street Investment Management's principal office is in Edmond, OK, according to its Form ADV.

**Is Main Street Investment Management registered with the SEC or a state?**
Main Street Investment Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 161452.

**How much does Main Street Investment Management manage?**
Main Street Investment Management reports $66,119,198 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Main Street Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (221); high net worth individuals (39); corporations or other businesses not listed above (2).

**Does Main Street Investment Management 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/161452

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $66,119,198
- Discretionary: $66,119,198
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $19,875,818 |
| High net worth individuals | 39 | $42,756,304 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 2 | $3,487,076 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mstadv.com
- Facebook @MAINSTREETADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Main Street Investment Management (CRD 161452): Form ADV filing data as of October 2026.