DBA: MAIN STREET ADVISORS
| Total AUM | $9.65B |
| Discretionary | $7.01B73% of AUM |
| Non-Discretionary | $2.64B |
| Client Accounts | 125 |
| Avg Account Size | $77.2M |
| Employees | 34 |
| Peak AUM | $9.65BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.6B | +10.4% | +6.7% | +9.7% | |
| Discretionary AUM | |||||
| Total AUM | $9.65B |
| Discretionary | $7.01B |
| Employees | 34 |
| Client Accounts | 125 |
| Client Range | 0 |
Address
3110 MAIN STREET
SANTA MONICA CA 90405
Phone
310-778-2200
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7.0B
72.7% of AUM
Non-Discretionary
$2.6B
27.3% of AUM
Disc. mix ▼ 2.0pp vs 1 year ago
Custody
| +11.1% /yrover 7 yrs · 16 filings |
Total AUM
$9.6B
| $7.0B |
| +7.4% |
| +5.5% |
| +13.2% |
| Non-Disc. AUM | $2.6B | +19.3% | +10.2% | +2.7% |
| Total Accounts | 125 | +3.3% | 13.6% | 6.9% |
| Avg Account Size | $77M | +6.9% | +23.5% | +17.8% |
| Employees | 34 | +21.4% | +8.0% | +8.1% |
| AUM / Employee | $284M | 9.1% | 1.2% | +1.4% |
Client AUM Segments | |||||
| Wealth AUM | $7.1B | +9.8% | +20.7% | +13.6% | |
| Institutional AUM | $738M | +17.8% | +22.7% | +16.6% | |
| Fund / Pooled AUM | $1.8B | +9.7% | 20.3% | 2.1% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | 60.7% | 40.9% | |
| Individuals | 68 | +1.5% | +5.4% | 5.2% | |