MainStreet Advisors

ClearArc

Merger News

Welcome ClearArc Capital

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Marketing Tools 1

MSA Marketing Tools

Build Your Brand

Capitalize on our newest marketing support service.link

Marketing Tools 3

MSA Marketing Tools

Brochures, Charts, PPTs and More!

Take a look at all the different products on our new site.link

Mountain Tableau

Form ADV Part 2

The Form ADV is the uniform form used by investment advisors to register with both the Securities and Exchange Commission (SEC) and state securities authorities.

The form consists of two parts. Part 1 requires information about the investment advisor’s business, ownership, clients, employees, business practices, affiliations and any disciplinary events of the advisor and/or its employees.  This form is available to the public on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Part 2 requires investment advisors to prepare narrative brochures written in plain English that contain information on the advisory business, fees and compensation, investment practices, financial condition and more.

Form ADV Part 2 Form ADV Part 2b