MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC

CRD 147139File 801-136766

APPROVED

Retail clients

Filing as of Jun 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$110.4M

Bottom 25% of cohort (national)

Discretionary AUM

$110.4M

Clients

144 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 17, 2026
Principal office: 400 NORTH MICHIGAN AVENUE, SUITE 1018, CHICAGO, IL, 60611
Phone: (312) 445-8562
Website: https://www.midwaymgt.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $110.4M
Discretionary AUM: $110.4M
Non-discretionary AUM: $0
Discretionary accounts: 144
Non-discretionary accounts: 0
Total accounts: 144
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$24.4M
Charitable organizations	Fewer than 5	$2.0M
High net worth individuals	29	$70.1M
Individuals (other than high net worth individuals)	22	$14.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.