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Midwest Capital Advisors, LLC

● SEC registered since 2014CRD 125389SEC# 801-79681Grand Rapids, MI
Export (members)
Reg. AUM
$1.13B
Employees
9
Accounts
867
Location
Grand Rapids, MI

Midwest Capital Advisors, LLC assets under management

Midwest Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2014. It reports $1.1 billion in regulatory assets under management and employs 9 people.

Midwest Capital Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Henry Grinnell SwainMemberUnder 5%2003
Jack Nicklaus Tunge ControlMember25-50%2019
Jeffrey A GietzenMemberUnder 5%2003
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Frequently asked questions

How much does Midwest Capital Advisors, LLC manage?

Midwest Capital Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Midwest Capital Advisors, LLC have?

Midwest Capital Advisors, LLC reports 9 employees.

Where is Midwest Capital Advisors, LLC located?

Midwest Capital Advisors, LLC is based in Grand Rapids, MI and has been SEC-registered since 2014.

Does Midwest Capital Advisors, LLC disclose fund performance?

Midwest Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address630 Kenmoor Ave. SE, Suite 206, Grand Rapids, MI 49546
Phone616-454-9600
Fax616-454-9608
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2026480
Discloses disciplinary historyNo

Assets under management

Discretionary$924.7M
Non-discretionary$201.2M
Total (RAUM)$1.13B