THE MAIN STREET GROUP
SEC RegisteredTRUST. ALWAYS.
About the firm
The Main Street Group is an Investment Adviser registered with the U.S. Securities and Exchange Commission (SEC), with offices in Glen Allen, VA and Fairfax, VA. The firm offers a signature client-advisor relationship focused on financial planning, investments, tax optimization, tax preparation, and estate planning. Client assets are custodied at Charles Schwab & Co., Inc.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investments, tax optimization, tax preparation, and estate planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 589 | $270M |
| High Net Worth Individuals | 122 | $233M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 21 | $8.6M |
| State/Municipal Entities | 14 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE MAIN STREET GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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