RIA Intel›Advisers›Virginia›THE MAIN STREET GROUP, LTD

THE MAIN STREET GROUP, LTD

Advisory

N·GLEN ALLEN, VA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM

$515M

1-Year AUM Growth

+45.0%

3-Year CAGR

+16.5%

Employees

8

Assets Under Management

Total AUM$515M

Discretionary AUM$515M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients742

Team

Total Employees8

Investment Advisers13

Employee Growth (1Y)-11.1%

Filing History

Total Filings on Record29

First FilingApr 10, 2018

Latest FilingFeb 10, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 8+ 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 THE MAIN STREET GROUP, LTD

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