Midwest Capital Advisors, LLC
● SEC registered since 2014CRD 125389SEC# 801-79681Grand Rapids, MI
Reg. AUM
$1.36B
Employees
11
Accounts
971
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 $1.4 billion in regulatory assets under management and employs 11 people.
Midwest Capital Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Grinnell Swain | Member | Under 5% | 2003 |
| Jack Nicklaus Tunge Control | Member | 25-50% | 2019 |
| Jeffrey A Gietzen | Member | Under 5% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Midwest Capital Advisors, LLC manage?
Midwest Capital Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Midwest Capital Advisors, LLC have?
Midwest Capital Advisors, LLC reports 11 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
| Address | 688 Cascade West Parkway SE, Grand Rapids, MI 49546 |
| Phone | 616-454-9600 |
| Fax | 616-454-9608 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2026480 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.36B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.11BNon-discretionary $246M