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MIDWEST CAPITAL ADVISORS, LLC
CRD 125389 · SEC 801-79681
688 CASCADE WEST PARKWAY SE, GRAND RAPIDS, MI, 49546, United States
Phone
616-454-9600
Fax
616-454-9608
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.36B
Discretionary AUM
$1.11B
Team
11 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $55.9M |
| High net worth individuals | 125 | $291.1M |
| Pension/profit sharing plans | 65 | $836.7M |
| State/municipal entities | 7 | $155.1M |
States served
IL, MI, TX
All web addresses on file
Official SEC filing: View on IAPD