Overview
Assets Under Management: $2.7 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 251
Average Client Assets: $6.4 million
Frequently Asked Questions
MID-CONTINENT CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107997), MID-CONTINENT CAPITAL LLC is subject to fiduciary duty under federal law.
MID-CONTINENT CAPITAL LLC is headquartered in CHICAGO, IL.
MID-CONTINENT CAPITAL LLC serves 251 high-net-worth clients according to their SEC filing dated December 15, 2017. View client details ↓
According to their SEC Form ADV, MID-CONTINENT CAPITAL LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MID-CONTINENT CAPITAL LLC manages $2.7 billion in client assets according to their SEC filing dated December 15, 2017.
According to their SEC Form ADV, MID-CONTINENT CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.85%
Average Client Assets: $6.4 million
Total Client Accounts: 1,217
Discretionary Accounts: 1,150
Non-Discretionary Accounts: 67
Regulatory Filings
CRD Number: 107997
Filing ID: 1152003
Last Filing Date: 2017-12-15 14:14:00