MAIN STREET FINANCIAL ADVISORY LLC

Overview

Main Street Financial Advisory LLC is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm serves individuals and families, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model mixes percentage-of-assets and fixed-fee engagements, which supports both ongoing discretionary portfolio management and project-based planning work. Investment activity centers on liquid public market exposure with a clear preference for exchange-traded equities as the core allocation. The firm supplements equity exposure with mutual funds and annuities when clients need pooled-management solutions or guaranteed-income features. Main Street also allocates to third‑party alternative managers, specifically in venture capital and real estate, indicating a willingness to use private-market strategies for diversification and longer‑term growth where appropriate. The firm does not position itself as an ESG-focused manager and is not set up as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices