THE MAIN STREET GROUP
Firm details
- Headquarters
- GLEN ALLEN, Virginia
- CRD number
- 175502
- Registered since
- May 8, 2018
- Website
- themainstreetgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.35%
- HNWI45.24%
- Pension & Profit Sharing Plans1.68%
- Corporations / Businesses0.58%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Main Street Group is an independent, owner-operated registered investment adviser that began SEC registration in 2018. Its client mix includes individuals and families as well as institutional relationships, with advisory services focused on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee engagement models. It reports being an active ESG investor and is not structured as a capital allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities11%
- US Government Bonds6%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1John Spiers
Chief Investment OfficerCRD 2704047
Contacts
3 of 9THOMAS LOVE
Senior Vice President, PartnerCRD 5339914
Jeremy Woltz
Wealth AdvisorCRD 8057974
ROBERT SHOWALTER
Financial AnalystCRD 4909334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 318Active vs passive
$275M in ETFs
77%
$211M
23%
$63.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA QQQ (QLD) | ProShares | Passive | Trading Leveraged Equity | $62.9M | 1,030,565 | 22.87% |
Location
GLEN ALLEN, VA
HENRICO
Location
GLEN ALLEN, VA
Headquartered in GLEN ALLEN, VA, in the South of the United States.
- Region
- South
- County
- HENRICO
- Address
- 4510 Cox Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
THE CAPITAL MANAGEMENT CORPORATION
RIAGLEN ALLEN, VA
STEELHEAD WEALTH MANAGEMENT
RIAGLEN ALLEN, VA
CLARIS FINANCIAL, LLC
RIAGLEN ALLEN, VA
KINLOCH CAPITAL, LLC
RIAGLEN ALLEN, VA
ATLANTIC UNION MUNICIPAL ADVISORS, INC
RIAGLEN ALLEN, VA
VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.
RIAGLEN ALLEN, VA