Mainstreet Advisors
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 146615
- Registered since
- March 12, 2008
- Website
- www.mainstreetadv.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions99.95%
- HNWI0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Mainstreet Advisors is an independent, SEC‑registered investment adviser organized as an LLC and operating since 2008. It serves high‑net‑worth individuals, families and institutional clients and charges both AUM‑based fees and fixed fees. The firm describes itself as a capital allocator: it manages portfolios directly and allocates to third‑party alternative managers. Advisory services include portfolio management for individuals, small businesses and institutions, and the firm also publishes periodicals or newsletters. Mainstreet identifies as an active ESG investor and maintains an industry affiliation as an investment adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities36%
- Public Funds/Mutual Funds24%
- Private Funds18%
- Investment Grade Corp Bonds9%
- State & Local Bonds6%
Owners & executives
3 of 3
John Crosson
Chief Executive OfficerCRD 2992720
Thomas Mckinstry
Chief Investment OfficerCRD 6747258
Michael Steele
Chief Operating OfficerCRD 4956948
Contacts
3 of 12
Charles Simko
Senior Portfolio ManagerCRD 2870750
Joseph Crosson
Managing DirectorCRD 8055426
Alex O'brien
Senior Portfolio AnalystCRD 7295009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$241M in ETFs
99%
$238M
1%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $46M | 595,959 | 19.06% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 120 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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