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, SEC-registered advisory firm organized as a corporation and owned by an individual. It serves both individual/family and institutional clients and combines portfolio management and financial planning for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The Main Street Group identifies as an active ESG investor and is not registered as a multi-state adviser or a pension consultant.
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 1
John Spiers
Chief Investment OfficerCRD 2704047
Contacts
3 of 9
Thomas 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 314Active vs passive
$354M in ETFs
79%
$278M
21%
$75.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA QQQ (QLD) | ProShares | Passive | Trading Leveraged Equity | $101M | 1,042,378 | 28.53% |
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
Steelhead Wealth Management
RIAGlen Allen, VA
Claris Financial, LLC
RIAGlen Allen, VA
The Capital Management Corporation
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