MIDWEST CAPITAL ADVISORS, LLC
CRD #125389 SEC #801-79681 GRAND RAPIDS, MI 616-454-9600
SEC Registered
Total AUM
$1.1B
Discretionary
$924.7M
Employees
9
Clients
101
Accounts
867
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.1B | $924.7M | $201.2M | 9 | 0 |
| Mar 2025 | $1.1B | $924.7M | $201.2M | 9 | 0 |
| Oct 2024 | $947.3M | $779.2M | $168.1M | 8 | 0 |
| Jun 2024 | $947.3M | $779.2M | $168.1M | 8 | 0 |
| Mar 2024 | $947.3M | $779.2M | $168.1M | 8 | 0 |
| Mar 2023 | $767M | $631.2M | $135.8M | 8 | 0 |
| May 2022 | $760.1M | $604.1M | $155.9M | 8 | 0 |
| Mar 2022 | $760.1M | $604.1M | $155.9M | 8 | 0 |
| Jan 2022 | $567.8M | $441M | $126.7M | 7 | 2 |
| Dec 2021 | $567.8M | $441M | $126.7M | 7 | 2 |
| Jul 2021 | $567.8M | $441M | $126.7M | 7 | 2 |
| Mar 2021 | $567.8M | $441M | $126.7M | 7 | 2 |
| Jun 2020 | $481.7M | $381.6M | $100.1M | 6 | 2 |
| Mar 2020 | $481.7M | $381.6M | $100.1M | 6 | 2 |
| Oct 2019 | $362.7M | $329.8M | $33M | 6 | 5 |
| Mar 2019 | $362.7M | $329.8M | $33M | 7 | 5 |
| Mar 2018 | $313M | $281.2M | $31.8M | 6 | 3 |
| Mar 2017 | $245.2M | $218.2M | $27.1M | 6 | 300 |
| Aug 2016 | $213.5M | $190.8M | $22.7M | 6 | 200 |
| Mar 2016 | $213.5M | $190.8M | $22.7M | 6 | 200 |
| Nov 2015 | $204.6M | $181.6M | $23M | 6 | 200 |
| Sep 2015 | $204.6M | $181.6M | $23M | 6 | 200 |
| Mar 2015 | $204.6M | $181.6M | $23M | 6 | 200 |
| Apr 2014 | $149.6M | $128.5M | $21.1M | 5 | 100 |
| Apr 2012 | $62.7M | $62.7M | $0 | 1 | 26 |
| Mar 2012 | $62.7M | $62.7M | $0 | 1 | 26 |
| Mar 2011 | $42.9M | $42.9M | $0 | 5 | -- |
| Apr 2010 | $32.4M | $32.4M | $0 | 5 | -- |
DateAug 2025
Total AUM$1.1B
Discretionary$924.7M
Non-Disc.$201.2M
Employees9
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$924.7M
Non-Disc.$201.2M
Employees9
Clients0
DateOct 2024
Total AUM$947.3M
Discretionary$779.2M
Non-Disc.$168.1M
Employees8
Clients0
DateJun 2024
Total AUM$947.3M
Discretionary$779.2M
Non-Disc.$168.1M
Employees8
Clients0
DateMar 2024
Total AUM$947.3M
Discretionary$779.2M
Non-Disc.$168.1M
Employees8
Clients0
DateMar 2023
Total AUM$767M
Discretionary$631.2M
Non-Disc.$135.8M
Employees8
Clients0
DateMay 2022
Total AUM$760.1M
Discretionary$604.1M
Non-Disc.$155.9M
Employees8
Clients0
DateMar 2022
Total AUM$760.1M
Discretionary$604.1M
Non-Disc.$155.9M
Employees8
Clients0
DateJan 2022
Total AUM$567.8M
Discretionary$441M
Non-Disc.$126.7M
Employees7
Clients2
DateDec 2021
Total AUM$567.8M
Discretionary$441M
Non-Disc.$126.7M
Employees7
Clients2
DateJul 2021
Total AUM$567.8M
Discretionary$441M
Non-Disc.$126.7M
Employees7
Clients2
DateMar 2021
Total AUM$567.8M
Discretionary$441M
Non-Disc.$126.7M
Employees7
Clients2
DateJun 2020
Total AUM$481.7M
Discretionary$381.6M
Non-Disc.$100.1M
Employees6
Clients2
DateMar 2020
Total AUM$481.7M
Discretionary$381.6M
Non-Disc.$100.1M
Employees6
Clients2
DateOct 2019
Total AUM$362.7M
Discretionary$329.8M
Non-Disc.$33M
Employees6
Clients5
DateMar 2019
Total AUM$362.7M
Discretionary$329.8M
Non-Disc.$33M
Employees7
Clients5
DateMar 2018
Total AUM$313M
Discretionary$281.2M
Non-Disc.$31.8M
Employees6
Clients3
DateMar 2017
Total AUM$245.2M
Discretionary$218.2M
Non-Disc.$27.1M
Employees6
Clients300
DateAug 2016
Total AUM$213.5M
Discretionary$190.8M
Non-Disc.$22.7M
Employees6
Clients200
DateMar 2016
Total AUM$213.5M
Discretionary$190.8M
Non-Disc.$22.7M
Employees6
Clients200
DateNov 2015
Total AUM$204.6M
Discretionary$181.6M
Non-Disc.$23M
Employees6
Clients200
DateSep 2015
Total AUM$204.6M
Discretionary$181.6M
Non-Disc.$23M
Employees6
Clients200
DateMar 2015
Total AUM$204.6M
Discretionary$181.6M
Non-Disc.$23M
Employees6
Clients200
DateApr 2014
Total AUM$149.6M
Discretionary$128.5M
Non-Disc.$21.1M
Employees5
Clients100
DateApr 2012
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--