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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-03-2024
- Office Locations
- 1
Office Locations
About Main Street Advisors LLC
Main Street Advisors LLC is a Pineville-based RIA. The firm has been operating for 1 years. Managing $48.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 54 clients, or 27 clients per representative. That equates to $888.9K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Susan Broussard
Financial Advisor, Manager, Owner
- CRD
- #7801579
- Ownership
- 50% but less than 75%
CLAY STEPHEN COOPER
Owner
- CRD
- #2343815
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Main Street Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.