{"url":"https://nivawealth.com/firms/the-main-street-group-175502","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/175502","regulatoryAum":515285051,"crd":"175502","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2165658","suffix":null,"lastName":"GRIMES","firstName":"LAWRENCE","middleName":"EDWIN"},{"crd":"7480539","suffix":null,"lastName":"Heah","firstName":"Craig","middleName":"H"},{"crd":"5339914","suffix":null,"lastName":"LOVE","firstName":"THOMAS","middleName":"ANDREW"},{"crd":"2354760","suffix":null,"lastName":"MYLKS","firstName":"VIRGINIA","middleName":"ADCOX"},{"crd":"8073846","suffix":null,"lastName":"O'Neill","firstName":"Scott","middleName":"Russell"},{"crd":"2535949","suffix":null,"lastName":"ROCCAFORTE","firstName":"LISA","middleName":"LYNN"},{"crd":"4909334","suffix":null,"lastName":"SHOWALTER","firstName":"ROBERT","middleName":"SPAULDING"},{"crd":"2704047","suffix":null,"lastName":"Spiers","firstName":"John","middleName":"G"},{"crd":"8057974","suffix":null,"lastName":"Woltz","firstName":"Jeremy","middleName":"C"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-11","regulatoryAum":206683544,"clients":624,"employees":13,"offices":2},{"filedOn":"2022-05-02","regulatoryAum":275964323,"clients":923,"employees":13,"offices":2},{"filedOn":"2023-06-07","regulatoryAum":224117308,"clients":818,"employees":13,"offices":2},{"filedOn":"2024-07-24","regulatoryAum":324929397,"clients":1092,"employees":13,"offices":2},{"filedOn":"2025-04-09","regulatoryAum":414639848,"clients":2178,"employees":13,"offices":2},{"filedOn":"2026-09-14","regulatoryAum":515285051,"clients":765,"employees":13,"offices":2}],"secFileNumber":"801-113192","legalName":"The Main Street Group, LTD","displayName":"The Main Street Group","slug":"the-main-street-group-175502","website":"https://themainstreetgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/themainstreetgroup/about/","xUrl":"https://twitter.com/mainstreetgp","founded":"2005","organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"4510 Cox Road, Suite 102","city":"Glen Allen","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23060"},"tradeNames":[],"registration":{"secApproved":"8 May 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":707247.94092827,"staff":{"employees":13,"advisory":8,"brokerDealerReps":4,"insuranceAgents":6,"promoters":0},"aum":{"regulatory":515285051,"discretionary":515285051,"discretionaryAccounts":2488,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":589,"regulatoryAum":269754626},{"label":"High-net-worth individuals","clients":122,"regulatoryAum":233098660},{"label":"Pension and profit-sharing plans","clients":21,"regulatoryAum":8646554},{"label":"Charitable organizations","clients":14,"regulatoryAum":821234},{"label":"Corporations and other businesses","clients":19,"regulatoryAum":2963977}],"feePrograms":[{"role":"other","program":"Financial Planning Services","summary":"Financial planning is billed hourly at up to $400, or as fixed fees generally from $500 to $5,000, with 50% of the fee in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045547","versionId":1045547,"submittedOn":"2026-05-19","documentName":"ADV 2A - 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Main Street Group have?","answer":"The Main Street Group has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 8 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","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 The Main Street Group invest in?","answer":"At the end of its last fiscal year, The Main Street Group’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 6% U.S. government and agency bonds and 1% cash and equivalents.","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 The Main Street Group?","answer":"The Main Street Group’s direct owner is Thomas Love (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Main Street Group get paid?","answer":"The Main Street Group is paid through a percentage of assets under management, hourly charges 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."}