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MIDWEST CAPITAL ADVISORS, LLC
CRD 125389File 801-79681
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.