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 registered investment adviser organized as a corporation and operating under individual ownership. Registered with the SEC in 2018, the firm serves both individual/family and institutional clients with financial planning and portfolio management focused on individuals and small businesses. Its billing model includes asset-based fees alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor, but it does not position itself as a capital allocator that runs separate-manager programs. It is a single-state adviser per its filing status and does not list pension consulting or related-adviser activities among its services.
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
Robert Showalter
Financial AnalystCRD 4909334
Virginia Mylks
Financial AdvisorCRD 2354760
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
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