THE MAIN STREET GROUP, LTD
Legal name: THE MAIN STREET GROUP
CRD #175502 SEC #801-113192 GLEN ALLEN, VA 804-270-4470
SEC Registered
Total AUM
$470.3M
Discretionary
$470.3M
Employees
13
Clients
251
Accounts
2,342
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $470.3M | $470.3M | $0 | 13 | 0 |
| Sep 2025 | $470.3M | $470.3M | $0 | 13 | 0 |
| Apr 2025 | $414.6M | $414.6M | $0 | 13 | 0 |
| Apr 2025 | $414.6M | $414.6M | $0 | 13 | 0 |
| Mar 2025 | $414.6M | $414.6M | $0 | 13 | 0 |
| Nov 2024 | $324.9M | $324.9M | $0 | 13 | 0 |
| Oct 2024 | $324.9M | $324.9M | $0 | 13 | 0 |
| Jul 2024 | $324.9M | $324.9M | $0 | 13 | 0 |
| May 2024 | $324.9M | $324.9M | $0 | 13 | 0 |
| Mar 2024 | $324.9M | $324.9M | $0 | 13 | 0 |
| Sep 2023 | $224.1M | $224.1M | $0 | 13 | 0 |
| Aug 2023 | $224.1M | $224.1M | $0 | 13 | 0 |
| Jun 2023 | $224.1M | $224.1M | $0 | 13 | 0 |
| Mar 2023 | $224.1M | $224.1M | $0 | 13 | 0 |
| May 2022 | $276M | $276M | $0 | 13 | 0 |
| Mar 2022 | $276M | $276M | $0 | 13 | 0 |
| Nov 2021 | $206.7M | $206.7M | $0 | 13 | 0 |
| Mar 2021 | $206.7M | $206.7M | $0 | 13 | 0 |
| Nov 2020 | $158.8M | $158.8M | $0 | 13 | 0 |
| Oct 2020 | $158.8M | $158.8M | $0 | 13 | 0 |
| Jul 2020 | $158.8M | $158.8M | $0 | 13 | 0 |
| Jun 2020 | $158.8M | $158.8M | $0 | 13 | 0 |
| Mar 2020 | $158.8M | $158.8M | $0 | 13 | 0 |
| Sep 2019 | $116M | $116M | $0 | 13 | 0 |
| Sep 2019 | $116M | $116M | $0 | 13 | 0 |
| Aug 2019 | $116M | $116M | $0 | 13 | 0 |
| Mar 2019 | $116M | $116M | $0 | 13 | 0 |
| Jun 2018 | $138.8M | $76.8M | $62.1M | 14 | 0 |
| May 2018 | $138.8M | $76.8M | $62.1M | 14 | 0 |
| May 2018 | $138.8M | $76.8M | $62.1M | 14 | 0 |
| Apr 2018 | $138.8M | $76.8M | $62.1M | 14 | 0 |
| Apr 2018 | $138.8M | $76.8M | $62.1M | 14 | 0 |
| Apr 2018 | $138.8M | $76.8M | $62.1M | 14 | 0 |
DateSep 2025
Total AUM$470.3M
Discretionary$470.3M
Non-Disc.$0
Employees13
Clients0
DateSep 2025
Total AUM$470.3M
Discretionary$470.3M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$414.6M
Discretionary$414.6M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$414.6M
Discretionary$414.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$414.6M
Discretionary$414.6M
Non-Disc.$0
Employees13
Clients0
DateNov 2024
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees13
Clients0
DateOct 2024
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees13
Clients0
DateMay 2024
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees13
Clients0
DateSep 2023
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees13
Clients0
DateJun 2023
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees13
Clients0
DateMay 2022
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees13
Clients0
DateNov 2021
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees13
Clients0
DateNov 2020
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees13
Clients0
DateJul 2020
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees13
Clients0
DateAug 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees13
Clients0
DateJun 2018
Total AUM$138.8M
Discretionary$76.8M
Non-Disc.$62.1M
Employees14
Clients0
DateMay 2018
Total AUM$138.8M
Discretionary$76.8M
Non-Disc.$62.1M
Employees14
Clients0
DateMay 2018
Total AUM$138.8M
Discretionary$76.8M
Non-Disc.$62.1M
Employees14
Clients0
DateApr 2018
Total AUM$138.8M
Discretionary$76.8M
Non-Disc.$62.1M
Employees14
Clients0
DateApr 2018
Total AUM$138.8M
Discretionary$76.8M
Non-Disc.$62.1M
Employees14
Clients0
DateApr 2018
Total AUM$138.8M
Discretionary$76.8M
Non-Disc.$62.1M
Employees14
Clients0