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They include 110 individual clients and 60 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mainstream Capital Management offer?","answer":"Mainstream Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Mainstream Capital Management charge?","answer":"Mainstream Capital Management charges 0.75%–1.50% a year for its Portfolio Management. The fee is billed in advance and is negotiable.","source":"MAINSTREAM CAPITAL MANAGEMENT (03/31/2026), filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mainstream Capital Management use?","answer":"Mainstream Capital Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $161M and Charles Schwab & Co., Inc. (Westlake, TX), with $59.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mainstream Capital Management have?","answer":"Mainstream Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mainstream Capital Management invest in?","answer":"At the end of its last fiscal year, Mainstream Capital Management’s separately managed accounts held 39% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 9% U.S. government and agency bonds, 9% state and local bonds, 4% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mainstream Capital Management?","answer":"Mainstream Capital Management’s direct owners are Dixon Karmindro (50% to 75%) and Kyongjin Lee (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mainstream Capital Management get paid?","answer":"Mainstream Capital Management is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}