M
$66.1M Total AUM
$66.1M Disc. AUM
-- 3Y CAGR
2 Employees
262 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Optima
- Established Date
- 05-10-2012
- Office Locations
- 1
Office Locations
13920 N. Western AVE Edmond OK
About Main Street Investment Management
Main Street Advisors (Edmond, OK) provides financial planning and retirement-focused guidance for families, corporate professionals, retirees and entrepreneurs. The firm uses a family office-style model and emphasizes client education through its online “university” and a financial score quiz. Investment implementation appears centered on public funds and ETFs with some investment‑grade bonds; custody includes Charles Schwab.
Team overview
43 AVG AGE
$33.1M AVG AUM / ADVISOR
$252.4K AVG AUM / CLIENT
7.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Optima Value
Client Personas
Ember fusion Radial foundation Foundation element Meridian legacy
Custodian
Frontier glacier Focus Vector timber Vector vertex
Investment Themes
Foundation catalyst Peak legacy
Investment Vehicles
Matrix vital
Platform
Value Peak unison Beacon
Services
Insight legacy Summit Bridge foundation Vital Summit Zenith Bridge atlas Legacy radial Frontier
Technology
Insight
Owner & Executives
BOBBY D HINKLE
Advisor, Managing Member
- CRD
- #5770047
- Ownership
- 75% or more
(350) 906-1906
radial.summit@signalcapital.com
in linkedin.com/in/insight-signal
Showing 1 of 1 owners & executives
Unlock allContacts
H
Hunter Michael Freese
--
- CRD
- #7318290
(634) 594-7978
signal.summit@catalystcapital.com
in linkedin.com/in/quantum-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,119,198 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,119,198 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,119,198
Public Funds:
12.6% Corporate - Investment Grade:
25.4% Equity - Exchange:
24.4% Cash:
37.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $811,605,975 | 12.6% |
| Corporate - Investment Grade | $1,636,094,585 | 25.4% |
| Equity - Exchange | $1,571,681,412 | 24.4% |
| Cash | $2,421,935,291 | 37.6% |
| Total | $6,441,317,263 | 100.0% |