Main Street Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,632,122
Clients
260
Advisors
2
of 2 employees
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
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001+: 0.80% annually
Account minimum: $100,000 (may be waived at discretion)
Main office
13920 N. Western Ave
Edmond OK 73013
Advisors at this office
2
Most active in
Oklahoma · Texas
Also doing business as
Main Street Investment Management · Main Street Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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