MAIN ADVISORY, INC.

Overview

Main Advisory, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers — indicating a mix of direct portfolio management and use of third‑party managers. Its fee structure blends percentage-of-AUM fees with fixed fees, and it is organized as a corporation that registered with the SEC in 2023. Investment activity shows a clear equity bias: the firm prefers exchange‑traded equities and implements concentrated equity exposure across managed accounts. It also uses mutual funds and allocates to third‑party alternative managers when appropriate, with hedge funds listed among the external alternative vehicles it employs. Main Advisory appears to combine separately managed account (SMA) implementations with pooled products and external manager relationships to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices