RIA Intel›Advisers›ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

Advisory

HUMACAO, PR

Data as of Apr 24, 2026 · Source: SEC Form ADV

Average account

$157K

across 179 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, PR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

The full client-type breakdown and the share of AUM each category represents.

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