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MAIN STREET INVESTMENT ADVISORS, LLC

NORTHBROOK, IL · CRD 146036 · IAPD ↗ · mainstinvest.com · 847-480-7055

$250.3MRegulatory AUM
3Advisory reps
3Employees
29Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
February 2026 — MAIN STREET INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
August 2024 — MAIN STREET INVESTMENT ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.