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MIDWEST CAPITAL ADVISORS, LLC
CRD 125389File 801-79681
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$1.11B
Non-discretionary $246.0M
Clients
337
971 accounts
Employees
11
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 2, 2014
- Principal office
- 688 CASCADE WEST PARKWAY SE, GRAND RAPIDS, MI, 49546
- Phone
- 616-454-9600
- Website
- HTTPS://WWW.MIDWESTCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $246.0M
- Discretionary accounts
- 966
- Non-discretionary accounts
- 5
- Total accounts
- 971
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.5M |
| Charitable organizations | Fewer than 5 | $5.1M |
| High net worth individuals | 125 | $291.1M |
| Pension and profit sharing plans | 65 | $836.7M |
| State or municipal government entities | 7 | $155.1M |
| Individuals (other than high net worth individuals) | 140 | $55.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 321 | 337 | increased by16 |
| Apr 1, 2026 | AUM | $1,125,860,722 | $1,356,576,318 | increased by$230,715,596 |
| Apr 1, 2026 | Accounts | 867 | 971 | increased by104 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 259 | 321 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $760,067,568 | $1,125,860,722 | increased by$365,793,154 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 540 | 867 | increased by327 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 230 | 259 | increased by29 |
| Apr 1, 2022 | AUM | $567,783,128 | $760,067,568 | increased by$192,284,440 |
| Apr 1, 2022 | Accounts | 431 | 540 | increased by109 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MIDWEST CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MIDWEST CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.