Mainstream Capital Management LLC
Mainstream Capital Management LLC is a boutique wealth management and investment advisory firm headquartered in Los Angeles, California. Founded in 2018, the firm specializes in providing comprehensive financial planning, asset management, estate planning, and business consulting services for a select clientele, including individuals, families, and businesses. The team consists of approximately 4–5 employees. Mainstream Capital Management focuses on delivering customized solutions tailored to meet the unique financial goals and risk tolerances of its clients.
Investment Strategy
Mainstream Capital Management develops individualized financial plans and investment portfolios based on each client’s unique values and circumstances. Their approach incorporates tax coordination, wealth transfer, and philanthropy, aiming to grow and preserve wealth over the long term. Portfolio management combines asset allocation across diverse sectors and disciplines, and the firm manages both discretionary and non-discretionary accounts, primarily serving high-net-worth individuals and businesses. Mainstream Capital Management emphasizes a hands-on, client-focused philosophy with strategic attention to risk management, performance measurement, and holistic financial planning.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 14.90% | $22.4M | 441,798 | $50.59 | $50.73 | +$415.8K |
A AAPL | APPLE INC COM | 6.12% | $9.2M | 36,132 | $233.00 | $254.63 | +$1.5M |
A AMZN | AMAZON COM INC COM | 4.72% | $7.1M | 32,345 | $187.08 | $219.57 | +$165.5K |
M META | META PLATFORMS INC CL A | 3.79% | $5.7M | 7,766 | $572.44 | $734.38 | -$45.0K |
N NVDA | NVIDIA CORPORATION COM | 3.46% | $5.2M | 27,863 | $122.68 | $186.58 | +$893.1K |