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| Mid-American Wealth Advisory Group Inc
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|---|---|
| CRD # | 301621 |
| SEC # | 801-121111 |
| CIK # | 0001911264 |
| AUM | 335.6 M (2026-03-27) |
| Employees | 21 (29% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 816-640-5888 |
| Address | 7505 NW Tiffany Springs Parkway Kansas City, MO 64153 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.0 | ||
| Bristol Myers Squibb Co | 3.4 | ||
| Verizon Communications Inc | 3.0 | ||
| O Reilly Automotive Inc | 2.3 | ||
| Altria Group Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 902 | 243.6 |
| (b) Individuals (high net worth individuals) | 46 | 86.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 4.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,191 | 335.6 |
| By Discretionary | ||
| Discretionary | 2,191 | 335.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,191 | 335.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.6 | |
| Total | 2,191 | 335.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911264] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ADG Wealth Management Group LLC
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LA | 336.3 M |
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Capital Ideas LLC
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Cogent Strategic Wealth LLC
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IL | 336.0 M |
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Bennett Selby Investments Limited Partnership
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Shared Vision Wealth Group LLC
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Pollock Investment Advisors LLC
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|
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FL | 335.3 M |
|
The Menard Financial Group LLC
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|
TX | 335.3 M |
|
ARWA LLC
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|
TX | 335.0 M |
|
Molly B Investment Group LLC
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GA | 334.7 M |