Fee-OnlyFinder

The Main Street Group

Financial planning in Glen Allen, VA

SEC registeredNo commissions reported

Call (804) 270-4470Send a messageMap ↗

Public-record details

Address
4510 Cox Road, Suite 102, Glen Allen, VA 23060
Phone
(804) 270-4470
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name
The Main Street Group, LTD
CRD number
175502
Registration
SEC registered since 2018-05-08
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$515.3 million
Accounts managed
2,488
Clients reported (Form ADV 5.D)
765
Individual / high-net-worth clients
589 / 122
Employees
13
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-14

SEC registered investment adviser, CRD 175502, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Glen Allen

Accounting Advisory Services, L.L.C.Virtual Practice - No Principal Office Exists, 4860 Cox Road, Ste 200, C/O Gnatowsky Law Offices · Glen Allen, VA 23060 · (804) 935-8510 · Financial planningCRD 120265 · % of assets, Hourly charges, Fixed fees · $9.1 million AUMState registeredNo commissions reportedBdc Capital Management, INC.4101 Cox Road, Suite 315 · Glen Allen, VA 23060 · (804) 965-0707 · Financial planningCRD 108445 · % of assets, Hourly charges, Fixed fees · $103.0 million AUMState registeredNo commissions reportedCapitol Securities Management, INC.4050 Innslake Drive, Suite 250 · Glen Allen, VA 23060 · (888) 612-1484 · Financial planningCRD 14169 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedClaris Financial, LLC4510 Cox Rd., Suite 302 · Glen Allen, VA 23060 · (804) 935-3000 · % of assets managedCRD 168503 · % of assets · $330.2 million AUMSEC registeredNo commissions reportedKinloch Capital, LLC4801 Cox Road, Suite 200 · Glen Allen, VA 23060 · (804) 956-4550 · Financial planningCRD 300735 · % of assets, Hourly charges, Fixed fees · $301.1 million AUMSEC registeredNo commissions reportedSteelhead Wealth Management4121 Cox Rd, Suite 102 · Glen Allen, VA 23060 · (804) 548-0781 · Financial planningCRD 338410 · % of assets, Fixed fees · $341.9 million AUMSEC registeredNo commissions reportedThe Capital Management Corporation4101 Cox Road, Suite 110 · Glen Allen, VA 23060 · (804) 270-4000 · % of assets managedCRD 112242 · % of assets · $825.6 million AUMSEC registeredNo commissions reportedVirginia Estate and Retirement Planning Advisors, INC.4870 Sadler Road, Suite 300 · Glen Allen, VA 23060 · (800) 279-3768 · Financial planningCRD 151510 · % of assets, Hourly charges, Fixed fees · $103.4 million AUMState registeredNo commissions reported

All 11 in Glen Allen →