OVERLAND PARK, KSCRD 175288Latest ADV February 28, 2026
Midwest Financial Group LLC is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 28, 2026, reports $566M in regulatory assets under management, 9 employees, 1 office, and 2,222 accounts.
Assets Under Management
$566M
Employees
9
Offices
1 office
Total Clients
955
Primary office
OVERLAND PARK, KS
7400 W 130TH STREET, SUITE 100, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
727
2
HNWI
21.4%
204
3
Pension Plans
2.0%
19
4
Charitable
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$566Mas of February 28, 2026
Discretionary98.8%
$559M
99% of total RAUM98.8%
Non-discretionary1.2%
$7M
1% of total RAUM1.2%
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.
Total AUM$566M
Total Accounts2,222
10Y AUM Change+$407M (+256.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee106:1
10Y Employee Change+4 (+80.0%)
* 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.