Overview
Assets Under Management: $947 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Frequently Asked Questions
MIDWEST CAPITAL ADVISORS, 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 #125389), MIDWEST CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
MIDWEST CAPITAL ADVISORS, LLC is headquartered in GRAND RAPIDS, MI.
MIDWEST CAPITAL ADVISORS, LLC serves 125 high-net-worth clients according to their SEC filing dated October 18, 2024. View client details ↓
According to their SEC Form ADV, MIDWEST CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
MIDWEST CAPITAL ADVISORS, LLC manages $947 million in client assets according to their SEC filing dated October 18, 2024.
According to their SEC Form ADV, MIDWEST CAPITAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 891
Discretionary Accounts: 886
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 125389
Last Filing Date: 2024-10-18 00:00:00
Website: https://midwestcap.com