RIA Intel›Advisers›Missouri›MIDWEST INVESTMENT ADVISORS, LLC

MIDWEST INVESTMENT ADVISORS, LLC

Advisory

FENTON, MO

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in MO

#288

of 342 advisers by AUM

Average account

$275K

across 285 accounts

AUM per adviser

$78M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$78M

Discretionary AUM$56M

Non-Discretionary AUM$22M

Discretionary %71.4%

Total Clients285

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

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

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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

285 clients

3 high-net-worth

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

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