Greater Midwest Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Paul, MN. Its latest Form ADV filing, dated March 26, 2026, reports $589M in regulatory assets under management, 13 employees, and 2,587 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.8% of total clients.
Top client categories% of clientsClients
1
Individuals
76.8%
537
2
HNWI
20.2%
141
3
Pension Plans
3.0%
21
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$589Mas of March 26, 2026
Discretionary88.0%
$519M
88% of total RAUM88.0%
Non-discretionary12.0%
$71M
12% of total RAUM12.0%
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$589M
Total Accounts2,587
10Y AUM Change+$589M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee54:1
10Y Employee Change+1 (+8.3%)
* 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.