RIA Intel›Advisers›Michigan›MIDWEST CAPITAL ADVISORS, LLC

MIDWEST CAPITAL ADVISORS, LLC

Advisory

N·GRAND RAPIDS, MI

Data as of May 15, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
0.0%
3-Year CAGR
+19.5%
Employees
8
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.1B
Non-Discretionary AUM$246M
Discretionary %81.9%
Total Clients321
Team
Total Employees8
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingApr 30, 2010
Latest FilingMay 15, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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