Main Advisory, Inc.

SEC-regulated
Registered investment advisor
Main Advisory, Inc. is a registered investment advisor established in October 2023 by Darla D. Main, CFP®, AIF®. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans, acting as a fiduciary to clients. Main Advisory provides customized investment advisory solutions, utilizing internal investment management and/or independent managers. The firm primarily focuses on long-term investment strategies, with a fee structure ranging from 0.50% to 1.25% annually. Clients' assets under management total $128,216,032 as of December 31, 2024, managed on a discretionary basis. The firm's investment philosophy involves fundamental and technical analysis methods, with a focus on continuous personal client contact and interaction. Main Advisory also offers financial planning services, retirement plan advisory services, and does not charge performance-based fees. The firm does not engage in wrap fee programs and does not accept or maintain custody of client assets, except for the deduction of advisory fees. Main Advisory operates with transparency, providing annual Disclosure Brochures and encouraging clients to read and discuss any questions they may have. For more information, clients can contact the firm at (724) 731-0173 or visit their website at https://MainAdvisory.com.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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