The Main Street Group, Ltd
- Regulatory AUM
- $515M
- Discretionary
- $515M
- Clients
- 765
- Avg AUM / client
- $674K
- Accounts
- 2,488
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 589 | $270M | 52.4% |
| High net worth individuals | 122 | $233M | 45.2% |
| Pension and profit sharing plans | 21 | $8.6M | 1.68% |
| Charitable organizations | 14 | $821K | 0.16% |
| Corporations and other businesses | 19 | $3.0M | 0.58% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cook, Carolbeth | Member | Jun 2015 (11y) | 10% – 25% | |
| Crawford, Steven, Glenn | Member | Jun 2015 (11y) | 50% – 75% | |
| Thomas Andrew Love | Partner / Senior Vice President | CFP | Oct 2015 (11y) | 10% – 25% |
| Delgado, Chelsea, Anne | Member, President, Chief Executive Officer And Chief Compliance Officer | Mar 2019 (7y) | 10% – 25% | |
| Lawrence Edwin Grimes | Registered representative | CFP | Sep 2015 (11y) | |
| Lisa Lynn Roccaforte | Registered representative | CFP | Oct 2015 (11y) | |
| Virginia Adcox Mylks | Registered representative | Oct 2015 (11y) | ||
| Robert Spaulding Showalter | Registered representative | Mar 2018 (8y) | ||
| John G Spiers | Registered representative | CFA | Mar 2019 (7y) | |
| Craig H Heah | Registered representative | Dec 2021 (5y) | ||
| Jeremy C Woltz | Registered representative | Mar 2025 (1y) | ||
| Scott Russell O'neill | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $515M (100% of AUM) May 2026
- National Financial Services (Fidelity) $32.7M (10% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗