CRD: 146036
Main Street Investment Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2008
- Office Locations
- 1
Office Locations
About Main Street Investment Advisors, LLC
Main Street Investment Advisors, LLC is an SEC-registered RIA providing investment management and financial planning/consulting for individuals, family offices, and foundations. The firm focuses on risk-managed asset allocation and portfolio construction, with a strong tilt toward ETF-based portfolios, and custodies assets through Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WAYNE FRANCIS CARR
CHIEF OPERATING OFFICER, MANAGING PRINCIPAL
- CRD
- #41516
- Ownership
- 50% but less than 75%
ALEXANDER LAURENCE ROSS
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- #5327760
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JEFFREY STEPHEN ROSS
Investment Advisor
- CRD
- #405086
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,312,643 | $1,738,282 |
| Non-Discretionary | $0 | -- |
| Total | $250,312,643 | $1,738,282 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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