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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-02-2015
- Office Locations
- 1
Office Locations
About THE Main Street Group
The Main Street Group is a Glen Allen, VA wealth management and financial planning firm that builds personalized Financial Roadmaps—goal and risk-based planning paired with portfolio construction and ongoing allocation/product reviews. The team focuses on retirement income strategies with an emphasis on planning for potential future tax changes, using vehicles like ETFs and mutual funds. They also run educational seminars and can custody assets at Schwab or Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS ANDREW LOVE
Chief Compliance Officer, Chief Executive Officer, Managing Member, President, Vice President
- CRD
- #5339914
- Ownership
- 75% or more
Chelsea Anne Delgado
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LAWRENCE EDWIN GRIMES
CFP
- CRD
- #2165658
Craig H Heah
Financial Advisor
- CRD
- #7480539
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $515,285,051 | $207,108 |
| Non-Discretionary | $0 | -- |
| Total | $515,285,051 | $207,108 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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