Data / Investment advisers / Virginia / The Main Street Group
The Main Street Group, Glen Allen, VA: $515 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Main Street Group is an SEC registered investment adviser with its main office in Glen Allen, Virginia and reports $515 million in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch The Main Street Group (CRD number 175502): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 175502
- SEC file number
- 801-113192
- SEC status
- Approved, effective May 8, 2018
- Legal name
- The Main Street Group, LTD
- Main office
- 4510 Cox Road Suite 102, Glen Allen, VA 23060
- Phone
- (804) 270-4470
- Website
- themainstreetgroup.com
- Regulatory AUM
- $515,285,051 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $515,285,051
- Accounts
- 2,488
- Employees
- 13, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 589 | $269.8 million |
| High net worth individuals | 122 | $233.1 million |
| Pension and profit sharing plans | 21 | $8.6 million |
| Corporations or other businesses | 19 | $3 million |
| Charitable organizations | 14 | $821,234 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $515.3 million | February 10, 2026 |
| December 1, 2025 | $470.3 million | September 11, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Redmond Asset Management, LLC | Henrico | $537.2 million | Not listed | adviserinfo.sec.gov |
| Founders Grove Wealth Partners, LLC | Richmond | $532.3 million | Not listed | adviserinfo.sec.gov |
| Cap91 Partners Management LLC | Richmond | $531 million | 2 | adviserinfo.sec.gov |
| Benefit Fiduciary Group LLC | Richmond | $529.4 million | Not listed | adviserinfo.sec.gov |
| McLaughlin Ryder Investments, Inc. | Alexandria | $522.1 million | Not listed | adviserinfo.sec.gov |
| Chase Investment Counsel Corporation | Charlottesville | $509.8 million | Not listed | adviserinfo.sec.gov |
| Wealthcrest Financial Services, LLC | Springfield | $507.5 million | Not listed | adviserinfo.sec.gov |
| Pine Harbor Wealth Management LLC | Fairfax | $507.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- The Main Street Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.