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MIDWEST FINANCIAL GROUP LLC
CRD 175288File 801-81177
APPROVED
Retail clients
Custody
Filing as of Feb 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$566.1M
Above cohort median (national)
Discretionary AUM
$559.4M
Non-discretionary $6.7M
Clients
955
2,222 accounts
Employees
9
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 27, 2015
- Principal office
- 7400 W 130TH STREET, SUITE 100, OVERLAND PARK, KS, 66213
- Phone
- 913-696-0041
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $566.1M
- Discretionary AUM
- $559.4M
- Non-discretionary AUM
- $6.7M
- Discretionary accounts
- 2,108
- Non-discretionary accounts
- 114
- Total accounts
- 2,222
- AUM per client
- $593K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $7.6M |
| High net worth individuals | 204 | $413.9M |
| Pension and profit sharing plans | 19 | $6.2M |
| Individuals (other than high net worth individuals) | 727 | $138.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.