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| Midwest Financial Group LLC
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|---|---|
| CRD # | 175288 |
| SEC # | 801-81177 |
| CIK # | 0001278178, 0002077080, 0001967193 |
| AUM | 566.1 M (2026-02-28) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 913-696-0041 |
| Address | 7400 W 130th Street, Suite 100 Overland Park, KS 66213 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Advanced Micro Devices Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Oneok Inc /New/ | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 727 | 138.4 |
| (b) Individuals (high net worth individuals) | 204 | 413.9 |
| (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 | 19 | 6.2 |
| (h) Charitable organizations | 5 | 7.6 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,222 | 566.1 |
| By Discretionary | ||
| Discretionary | 2,108 | 559.4 |
| Non-Discretionary | 114 | 6.7 |
| Total | 2,222 | 566.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 566.1 | |
| Total | 2,222 | 566.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001278178] | |
| 13F-HR | [0001967193] | |
| 13F-HR | [0002077080] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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