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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · Prudential
- Clients
- Retail and Institutional
- Platforms
- Zenith harbor
- Established Date
- 09-08-2023
- Office Locations
- 1
Office Locations
About Main Advisory, Inc.
Main Advisory is a registered investment adviser providing wealth management and financial planning through a personalized “Financial Roadmap” aligned to each client’s risk tolerance, goals, and values. The firm combines comprehensive investment advice with ongoing relationship management, with portfolios that include ETFs and mutual funds. A real-time client portal aggregates financial details, recommendations, and account monitoring for clients nationwide.
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Owner & Executives
Jesse Grant Buchanan
INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL
- CRD
- #6623353
- Ownership
- 25% but less than 50%
DARLA DIANE MAIN
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #1969355
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,743,420 | $392,153 |
| Non-Discretionary | $0 | -- |
| Total | $162,743,420 | $392,153 |
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Separately Managed Accounts
Total SMA Asset: $162,743,420
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $293,053,331 | 41.0% |
| Public Funds | $124,368,974 | 17.4% |
| Cash | $297,341,916 | 41.6% |
| Total | $714,764,221 | 100.0% |