MAIN STREET FINANCIAL

Overview

Main Street Financial LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2012. The firm serves primarily individual and family clients and offers financial planning and portfolio management geared toward individuals and small businesses. Its fee model combines a percentage-of-AUM schedule with the ability to bill hourly for certain services. Main Street Financial does not position itself as a capital allocator, is not active on ESG investing, and operates under a single-state adviser model. The firm lists an industry affiliation with accountants, which suggests coordination with tax and accounting professionals for client service.

Assets & Accounts

Public Holdings

Investments & Alternatives