$9.6B Total AUM
$7.0B Disc. AUM
-- 3Y CAGR
34 Employees
74 ADV. Clients
29 yrs Firm Age
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- Custodian
- City National Bank · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 02-01-1997
- Office Locations
- 1
Office Locations
3110 Main Street Suite 310 Santa Monica CA
About Main Street Advisors
Main Street Advisors is a Santa Monica, CA investment adviser serving both retail and institutional clients, with a focus on entrepreneurs. The firm provides asset management and portfolio construction across public equity, fixed income and ETFs, alongside allocations to alternatives such as private equity, private credit, real estate and hedge funds. Custody includes JP Morgan.
Team overview
47 AVG AGE
$567.5M AVG AUM / ADVISOR
$130.4M AVG AUM / CLIENT
14 yrs AVG TENURE
34 Employees
17 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Vector Focus Catalyst optima Optima Capital Atlas zenith Capital Frontier timber Momentum Foundation
Client Personas
Peak timber
Custodian
Meridian
Fund Managers
Meridian wave
Investment Themes
Harbor value Glacier crest Summit Focus
Investment Vehicles
Delta
Services
Quantum wave Eagle
Technology
Summit eagle
Owner & Executives
C
CHRISTINE DANIELA BANIAN
Chief Operating Officer, President
- CRD
- #4213420
- Ownership
- Less than 5%
(636) 428-3434
optima.north@beaconcapital.com
in linkedin.com/in/crest-north
CHRISTOPHER MARK FILLO
VICE CHAIRMAN
- CRD
- #2258454
- Ownership
- Less than 5%
(254) 349-7391
signal.pioneer@catalystcapital.com
in linkedin.com/in/delta-matrix
T
Timber oak
Horizon harbor glacier
- CRD
- #26553
- Ownership
- 42.7%
(617) 510-4400
pioneer.vertex@quantumcapital.com
in linkedin.com/in/summit-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,009,680,409 | $134,801,546 |
| Non-Discretionary | $2,637,338,420 | $36,127,924 |
| Total | $9,647,018,829 | $77,176,151 |
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Separately Managed Accounts
Total SMA Asset: $7,878,663,461
Equity - OTC:
5.5% Private Funds:
21.5% Equity - Exchange:
8.4% U.S. Government/Agency:
12.2% Cash:
25.4% Other:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $263,957,941 | 5.5% |
| Private Funds | $1,031,835,588 | 21.5% |
| Equity - Exchange | $403,135,764 | 8.4% |
| U.S. Government/Agency | $585,506,706 | 12.2% |
| Cash | $1,219,005,764 | 25.4% |
| Other | $1,295,793,528 | 27.0% |
| Total | $4,799,235,291 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT VITAL EMBER | MOMENTUM OPTIMA | V4PKY4EAW | QRHWR | 11.08% | $89,207,018 |
| RIDGE HORIZON ATLAS | SIGNAL MATRIX | WCTSRQGTP | MIA | 3.23% | $14,852,426 |
| UNISON QUANTUM HARBOR | UNISON FOCUS | HD3OAOW5N | POXC | 7.25% | $35,054,610 |
| HARBOR SIGNAL | TIMBER TIMBER | DHY5QYXI6 | WVXQ | 3.13% | $101,998,383 |
| VALUE RADIAL | WAVE NORTH | 32FA2HV7Y | AWHSE | 4.20% | $58,163,575 |
| VALUE BEACON | PIONEER VERTEX | 8QXFCCHM1 | GHJ | 0.61% | $91,360,012 |
| TIMBER MOMENTUM ALPHA | SIGNAL ZENITH | 3VYYD5HG1 | UZFV | 11.25% | $92,917,912 |
| SIGNAL QUANTUM | PEAK EMBER | CN53N3K60 | FZB | 10.62% | $56,782,750 |