Wealth manager, independent · Glen Allen, VA
The Main Street Group
The Main Street Group, LTD · SEC-registered investment adviser · CRD 175502 · SEC 801-113192
At a glance
The Main Street Group is an SEC-registered investment adviser based in Glen Allen, Virginia, with $515 million in regulatory assets under management as of its Form ADV filed September 14, 2026. Its largest client group by assets is individuals, and it reports 711 individual clients. By Form ADV it is a wealth manager, ranked 2,830th of 8,915 wealth managers and 7,701st of 17,210 SEC-registered advisers by assets.
Main office 804-270-4470themainstreetgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $515M
- Rank among wealth managers
- #2,830 of 8,915
- Rank among all SEC RIAs
- #7,701 of 17,210
- Rank in Virginia
- #127 of 300
- Individual clients
- 711
- High-net-worth clients
- 122
- Accounts
- 2,488
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- Thomas A. LoveManaging Member, President, Chief Executive Officer & Chief Compliance Officer
- Chelsea A. DelgadoChief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
The Main Street Group is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 589 | $270M | 52% |
| High-net-worth individuals | 122 | $233M | 45% |
| Pension and profit sharing plans | 21 | $9M | 2% |
| Corporations or other businesses | 19 | $3M | <1% |
| Charitable organizations | 14 | $1M | <1% |
Disciplinary disclosures
The Main Street Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗themainstreetgroup.com ↗
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The full record on The Main Street Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,381 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does The Main Street Group manage?
The Main Street Group reports $515 million in regulatory assets under management across 2,488 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
What kind of firm is The Main Street Group?
The Main Street Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are The Main Street Group’s clients?
By assets, its largest client types are individuals ($270 million, 589 clients); high-net-worth individuals ($233 million, 122 clients); pension and profit sharing plans ($9 million, 21 clients).
Does The Main Street Group have any disciplinary history?
The Main Street Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The Main Street Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →