GRAND RAPIDS, MICRD 125389Latest ADV March 20, 2026
Midwest Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 20, 2026, reports $1.4B in regulatory assets under management, 11 employee, and 971 accounts.
Assets Under Management
$1.4B
Employees
11
Offices
--
Total Clients
337
Primary office
GRAND RAPIDS, MI
688 CASCADE WEST PARKWAY SE, GRAND RAPIDS, MI, United States
Top client segmentIndividuals represent 41.5% of total clients.
Top client categories% of clientsClients
1
Individuals
41.5%
140
2
HNWI
37.1%
125
3
Pension Plans
19.3%
65
4
Government
2.1%
7
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 20, 2026
Discretionary81.9%
$1.1B
82% of total RAUM81.9%
Non-discretionary18.1%
$246M
18% of total RAUM18.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts971
10Y AUM Change+$1.1B (+453.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee31:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.