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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- InsightPrime
- Established Date
- 04-03-2009
- Office Locations
- 1
Office Locations
About Main Street Asset Managment
Main Street Asset Management is an independent, Sherman, TX-based advisor providing personalized financial planning and portfolio management built around clients’ risk tolerance, time horizon, tax considerations, and goals. Portfolios can span marketable securities, fixed income, commodities, and alternative investments, with dedicated access to real estate opportunities such as income properties, development projects, distressed assets, and private lending. Clients may receive first right of refusal on select deals.
Team overview
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
THOMAS KYLE BOOTHE
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5643119
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,603,548 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,603,548 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,603,548
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,142,937,250 | 22.7% |
| Cash | $1,057,342,831 | 21.0% |
| Corporate - Investment Grade | $709,930,186 | 14.1% |
| U.S. Government/Agency | $1,309,091,124 | 26.0% |
| Other | $815,664,470 | 16.2% |
| Total | $5,034,965,861 | 100.0% |