# The Main Street Group

> The Main Street Group is an SEC-registered investment advisory firm in Glen Allen, VA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 175502
- Filed as: THE MAIN STREET GROUP
- Legal name: The Main Street Group, Ltd
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175502
- AdvisorCensus page: https://advisorcensus.com/firm/the-main-street-group-glen-allen-va-175502

## Quick answers

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

**Where is The Main Street Group located?**
The Main Street Group's principal office is in Glen Allen, VA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is The Main Street Group registered with the SEC or a state?**
The Main Street Group is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 175502.

**How much does The Main Street Group manage?**
The Main Street Group reports $515,285,051 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have The Main Street Group's assets and staff changed since 2021?**
In the Form ADV data for The Main Street Group: Regulatory assets under management: $206,683,544 in the October 2021 data and $515,285,051 in the October 2026 data, up 149%. Total employees: 13 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Main Street Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (589); high net worth individuals (122); pension and profit sharing plans (but not the plan participants or government pension plans) (21).

**Which custodians does The Main Street Group use?**
The Main Street Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Main Street Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175502

**What changed in The Main Street Group's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in DE.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $515,285,051
- Discretionary: $515,285,051
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 589 | $269,754,626 |
| High net worth individuals | 122 | $233,098,660 |
| 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) | 21 | $8,646,554 |
| Charitable organizations | 14 | $821,234 |
| 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 | 19 | $2,963,977 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 13 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, DC, DE, FL, LA, MD, NC, NY, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fairfax, VA

### Websites listed on Form ADV (Item 1.I)
- themainstreetgroup.com
- Facebook @themainstreetgroup
- LinkedIn @themainstreetgroup
- X @mainstreetgp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $206,683,544 | 13 | March 11, 2021 |
| October 2022 | $275,964,323 | 13 | May 2, 2022 |
| October 2023 | $224,117,308 | 13 | September 20, 2023 |
| October 2024 | $324,929,397 | 13 | July 24, 2024 |
| October 2025 | $414,639,848 | 13 | April 9, 2025 |
| October 2026 | $515,285,051 | 13 | September 14, 2026 |

Regulatory assets under management: $206,683,544 in the October 2021 data and $515,285,051 in the October 2026 data, up 149%.
Total employees: 13 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in DE.

### December 2025
- Regulatory assets under management went from $414,639,848 to $470,325,672 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Main Street Group (CRD 175502): Form ADV filing data as of October 2026.