Investment adviser · CRD 305834

MAIN STREET FINANCIAL SOLUTIONS, LLC

Investment adviser filing (IA)

NEWTOWN, PA, United States · Form ADV filed Aug 10, 2026

Regulatory AUM: $2.51B
Client accounts: 5,846
Employees: 41
Advisory professionals: 35

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	706	$2,086,000,000	83.2%
Individuals	1,275	$301,000,000	12.0%
Corporations & businesses	46	$91,000,000	3.6%
Retirement plans	60	$24,000,000	1.0%
Charities	24	$6,000,000	0.2%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2124356 · Aug 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

104 PHEASANT RUN, SUITE 103
NEWTOWN, PA, 18940, United States

CRD 305834

Filing source

Form ADV 2124356 · Aug 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.