SourcingSourcing

MAIN ADVISORY, INC.

C46
CRD 328040·SEC 801-128706·CANONSBURG, PA
AUM
$162.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$488K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAIN ADVISORY, INC.
CRD
328040
SEC file #
801-128706
EIN
—
DBA names
—

Economics

AUM
$162.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$128.2M → $162.7M▲ +27%
Client mix
Individuals Other184
Individuals High Net Worth30

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CANONSBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
mainadvisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DARLA D. MAIN LIVING TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
DARLA D. MAIN LIVING TRUST
Buchanan, Jesse, Grant
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MAINADVISORY.COM
Rdap Domain Creation Date
2009-01-29T14:53:27Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Axos Advisor Services2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-29T14:53:27Z
Rdap Domain Last Changed
2024-01-31T13:42:00Z
Rdap Nameservers
Dns1.p01.nsone.netDns2.p01.nsone.netDns3.p01.nsone.netDns4.p01.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
Buchanan, Jesse, Grant
IAR · Direct Owner · 37.5%
6623353
MAIN, DARLA, DIANE
IAR · Executive Officer · 2.5%
1969355