RIA IntelAdvisersOklahomaMAIN STREET INVESTMENT MANAGEMENT, LLC

MAIN STREET INVESTMENT MANAGEMENT, LLC

Advisory

EDMOND, OK

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in OK
#117
of 142 advisers by AUM
Average account
$180K
across 368 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$66M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients262
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

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FIRST INVESTMENT CORPORATION
BARTLESVILLE, OK
$67M
0.0% 1Y
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
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$67M
+11.8% 1Y
CANAAN NATURAL GAS MANAGEMENT, LLC
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$65M
0.0% 1Y
STEP BY STEP FINANCIAL, LLC
TULSA, OK
$63M

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