This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- City National Bank · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-1997
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between April 15, 2025 and March 27, 2026, reported AUM increased 10.4%, from $8.7B to $9.6B.
Across 5 reported observations, AUM increased 12.6% between April 27, 2022 and March 27, 2026, from $8.6B to $9.6B.
Of the latest reported AUM, 72.7% is discretionary and 27.3% is non-discretionary.
The firm reports 17 advisory representatives and 74 clients, or 4.4 clients per representative. That equates to $130.4M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Main Street Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Main Street Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTINE DANIELA BANIAN
Chief Operating Officer, President
- CRD
- #4213420
- Ownership
- Less than 5%
CHRISTOPHER MARK FILLO
VICE CHAIRMAN
- CRD
- #2258454
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 6 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Main Street Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Main Street Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing