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| Midwest Capital Advisors LLC
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| |
|---|---|
| CRD # | 125389 |
| SEC # | 801-79681 |
| CIK # | 0002026480 |
| AUM | $947.3 MM (2024-06-17) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 616-454-9600 |
| Address | 630 Kenmoor Ave SE Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 54.8 |
| (b) Individuals (high net worth individuals) | 100 | 180.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 574.6 |
| (h) Charitable organizations | 5 | 8.6 |
| (i) State or municipal government entities | 4 | 26.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.7 |
| (n) Other | 2 | 97.5 |
| Total | 891 | 947.3 |
| By Discretionary | ||
| Discretionary | 886 | 779.2 |
| Non-Discretionary | 5 | 168.1 |
| Total | 891 | 947.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 947.3 | |
| Total | 891 | 947.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Navellier & Associates Inc
✚
|
NV | 1.0 |
|
Pinnacle Investments LLC
✚
|
NY | 1.0 |
|
Pronvest Inc
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|
TN | 1.0 |
|
O'Brien Wealth Partners LLC
✚
|
MA | 1.0 |
|
Activest Wealth Management LLC
✚
|
FL | 1.0 |
|
Independent Solutions Wealth Management LLC
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|
NY | 1.0 |
|
Live Oak Private Wealth LLC
✚
|
NC | 1.0 |
|
Accel Wealth Management LLC
✚
|
IA | 0.9 |
|
Hamilton Point Investment Advisors LLC
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|
NC | 0.9 |
|
FORM Wealth Advisors LLC
✚
|
WI | 0.9 |