RIA Intel›Advisers›California›MAIN STREET ADVISORS, INC.

MAIN STREET ADVISORS, INC.

Advisory

N·SANTA MONICA, CA

Data as of Mar 28, 2019 · Source: SEC Form ADV

Total AUM

$4.8B

1-Year AUM Growth

+10.5%

3-Year CAGR

+20.3%

Employees

12

Assets Under Management

Total AUM$4.8B

Discretionary AUM$2.9B

Non-Discretionary AUM$1.9B

Discretionary %60.1%

Total Clients—

Team

Total Employees12

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record27

First FilingApr 4, 2001

Latest FilingMar 28, 2019

🔒 Full AUM trend chart and 27 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MAIN STREET ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.