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Main Street Investment Management

Updated today

Client assets under management

$62,632,122

Clients

260

15% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

130

Very High

Average account size

$240,893

About

Main Street Investment Management serves individual and high‑net‑worth clients, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates in a fiduciary capacity and provides ongoing monitoring, periodic portfolio reviews, and discretionary rebalancing for client accounts.

The firm combines fundamental and technical analysis with an explicit emphasis on risk management, aiming to meet client objectives while taking comparatively less risk than relevant benchmark indices. Portfolios are managed on a discretionary basis, and the firm also provides limited-scope ERISA 3(21) plan services such as investment policy development and periodic monitoring of plan investments.

Distinctively for a firm of its size, Main Street is affiliated with an insurance business and several other outside ventures — including tax-referral services, loan origination, and a charitable-planning affiliate — and the managing member devotes a material portion of time to those activities. Those affiliations can create potential conflicts of interest (for example, commission‑based insurance sales and referral fees), which the brochure describes as being addressed through disclosures, written procedures, and the firm’s fiduciary obligations.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001+: 0.80% annually

Other

Account minimum: $100,000 (may be waived at discretion)

Main office location

Main Street Investment Management

13920 N. Western Ave

Edmond OK 73013, United States

Number of offices

1

Most active in

Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bobby H

Series 66

Edmond, OK

Main Street Investment Management

Bobby Hinkle is a financial advisor at Main Street Investment Management in Edmond, OK, holding a Series 66 credential with 15 years of industry experience. His prior work includes roles at Elite Investment Team, LLC and several affiliated Main Street entities focused on insurance, tax referral, loan origination, and business consulting. Outside of finance, he is involved in music composition and performance as a drummer with Psymbience. Main Street Investment Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis with an emphasis on risk management and maintains affiliations with several related businesses including insurance, tax referral, and charitable planning.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
user avatar

Hunter F

Series 65

Edmond, OK

Main Street Investment Management

Hunter Freese is a financial advisor at Main Street Investment Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and INTEGRIS Cardiovascular Physicians. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Investment Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with a focus on risk management and offers additional services including ERISA 3(21) plan consulting, while maintaining affiliations with insurance and other related businesses.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
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