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| Happy Holidays!! thanks for using AUM13F!! |
| Midwest Capital Advisors LLC
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| CRD # | 125389 |
| SEC # | 801-79681 |
| CIK # | 0002026480 |
| AUM | $1.1 B (2025-03-18) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 616-454-9600 |
| Address | 630 Kenmoor Ave SE Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 11.5 | ||
| iShares Comex Gold Trust | 4.6 | ||
| Nvidia Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 38.2 |
| (b) Individuals (high net worth individuals) | 125 | 239.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 59 | 797.7 |
| (h) Charitable organizations | 10 | 12.3 |
| (i) State or municipal government entities | 0 | 29.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 867 | 1,125.9 |
| By Discretionary | ||
| Discretionary | 863 | 924.7 |
| Non-Discretionary | 4 | 201.2 |
| Total | 867 | 1,125.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,125.9 | |
| Total | 867 | 1,125.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002026480] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Centennial Securities Company Inc
✚
|
MI | 1.2 |
|
Wallington Asset Management LLC
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IN | 1.2 |
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Beacon Retirement Planning Services Inc
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TX | 1.1 |
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Allied Investment Advisors LLC
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MT | 1.1 |
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Armstrong Fleming & Moore Inc
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DC | 1.1 |
|
Strategic Wealth Investment Group LLC
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1.1 | |
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O'Brien Wealth Partners LLC
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MA | 1.1 |
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Straightline Group LLC
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MI | 1.1 |
|
United Advisor Group LLC
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1.1 | |
|
One Day in July LLC
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VT | 1.1 |