Main Street Retirement Planning, LLC
● SEC registered since 2021CRD 313051SEC# 801-122041Coppell, TX
Reg. AUM
$716.6M
Employees
3
Accounts
2,927
Location
Coppell, TX
Main Street Retirement Planning, LLC assets under management
Main Street Retirement Planning, LLC is a registered investment adviser overseen by the SEC based in Coppell, TX. The firm has been registered since 2021. It reports $716.6 million in regulatory assets under management and employs 3 people.
Main Street Retirement Planning, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elias Robert Dragon Control | Chief Compliance Officer/Chief Financial Officer/Owner | 50-75% | 2021 |
| Elias Thomas Dragon Irrevocable Trust | Owner | 10-25% | 2021 |
| Jennifer Ann Dragon Control | Chief Operating Officer | Under 5% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Main Street Retirement Planning, LLC manage?
Main Street Retirement Planning, LLC reports $716.6 million in regulatory assets under management on its Form ADV.
How many employees does Main Street Retirement Planning, LLC have?
Main Street Retirement Planning, LLC reports 3 employees.
Where is Main Street Retirement Planning, LLC located?
Main Street Retirement Planning, LLC is based in Coppell, TX and has been SEC-registered since 2021.
Does Main Street Retirement Planning, LLC disclose fund performance?
Main Street Retirement Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 779 W Main Street, Coppell, TX 75019 |
| Phone | 972-393-0376 |
| Fax | 972-393-0327 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$716.6M▲ 3%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$716.6Mregulatory AUM
Discretionary $716.6M