MIDWEST FINANCIAL GROUP LLC
CRD #175288 SEC #801-81177 OVERLAND PARK, KS 913-696-0041
SEC Registered
Total AUM
$477.8M
Discretionary
$471.2M
Employees
8
Clients
--
Accounts
2,328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $477.8M | $471.2M | $6.6M | 8 | 0 |
| Jul 2024 | $433.7M | $425.1M | $8.6M | 7 | 0 |
| Mar 2024 | $433.7M | $425.1M | $8.6M | 7 | 0 |
| Nov 2023 | $366.2M | $359M | $7.2M | 10 | 0 |
| Feb 2023 | $366.2M | $359M | $7.2M | 10 | 0 |
| Oct 2022 | $361.5M | $355.5M | $6M | 10 | 0 |
| Mar 2022 | $361.5M | $355.5M | $6M | 10 | 0 |
| Dec 2021 | $320.7M | $311.2M | $9.5M | 10 | 0 |
| Mar 2021 | $320.7M | $311.2M | $9.5M | 10 | 0 |
| Dec 2020 | $232M | $226.3M | $5.7M | 5 | 0 |
| Jun 2020 | $232M | $226.3M | $5.7M | 5 | 0 |
| Mar 2020 | $232M | $226.3M | $5.7M | 5 | 0 |
| Dec 2019 | $200.4M | $200.4M | $0 | 5 | 0 |
| Dec 2019 | $200.4M | $200.4M | $0 | 5 | 0 |
| Mar 2019 | $200.4M | $200.4M | $0 | 5 | 0 |
| Mar 2019 | $200.4M | $200.4M | $0 | 5 | 0 |
| Mar 2018 | $187.3M | $187.3M | $0 | 5 | 1 |
| Aug 2017 | $158.6M | $154.2M | $4.4M | 5 | 400 |
| Mar 2017 | $158.6M | $154.2M | $4.4M | 5 | 400 |
| Aug 2016 | $140M | $132.2M | $7.8M | 7 | 0 |
| Aug 2016 | $140M | $132.2M | $7.8M | 7 | 0 |
| Jul 2016 | $140M | $132.2M | $7.8M | 7 | 0 |
| Mar 2016 | $140M | $132.2M | $7.8M | 7 | 0 |
| Feb 2016 | $100M | $100M | $0 | 7 | 0 |
| Dec 2015 | $100M | $100M | $0 | 7 | 0 |
| Dec 2015 | $100M | $100M | $0 | 7 | 0 |
| Jun 2015 | $100M | $100M | $0 | 7 | 0 |
| May 2015 | $0 | $0 | $0 | 7 | 0 |
| Apr 2015 | $0 | $0 | $0 | 7 | 0 |
| Apr 2015 | $0 | $0 | $0 | 7 | 0 |
| Apr 2015 | $0 | $0 | $0 | 7 | 0 |
| Apr 2015 | $0 | $0 | $0 | 7 | 0 |
| Mar 2015 | $0 | $0 | $0 | 7 | 0 |
| Mar 2015 | $0 | $0 | $0 | 7 | 0 |
DateFeb 2025
Total AUM$477.8M
Discretionary$471.2M
Non-Disc.$6.6M
Employees8
Clients0
DateJul 2024
Total AUM$433.7M
Discretionary$425.1M
Non-Disc.$8.6M
Employees7
Clients0
DateMar 2024
Total AUM$433.7M
Discretionary$425.1M
Non-Disc.$8.6M
Employees7
Clients0
DateNov 2023
Total AUM$366.2M
Discretionary$359M
Non-Disc.$7.2M
Employees10
Clients0
DateFeb 2023
Total AUM$366.2M
Discretionary$359M
Non-Disc.$7.2M
Employees10
Clients0
DateOct 2022
Total AUM$361.5M
Discretionary$355.5M
Non-Disc.$6M
Employees10
Clients0
DateMar 2022
Total AUM$361.5M
Discretionary$355.5M
Non-Disc.$6M
Employees10
Clients0
DateDec 2021
Total AUM$320.7M
Discretionary$311.2M
Non-Disc.$9.5M
Employees10
Clients0
DateMar 2021
Total AUM$320.7M
Discretionary$311.2M
Non-Disc.$9.5M
Employees10
Clients0
DateDec 2020
Total AUM$232M
Discretionary$226.3M
Non-Disc.$5.7M
Employees5
Clients0
DateJun 2020
Total AUM$232M
Discretionary$226.3M
Non-Disc.$5.7M
Employees5
Clients0
DateMar 2020
Total AUM$232M
Discretionary$226.3M
Non-Disc.$5.7M
Employees5
Clients0
DateDec 2019
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$187.3M
Discretionary$187.3M
Non-Disc.$0
Employees5
Clients1
DateAug 2017
Total AUM$158.6M
Discretionary$154.2M
Non-Disc.$4.4M
Employees5
Clients400
DateMar 2017
Total AUM$158.6M
Discretionary$154.2M
Non-Disc.$4.4M
Employees5
Clients400
DateAug 2016
Total AUM$140M
Discretionary$132.2M
Non-Disc.$7.8M
Employees7
Clients0
DateAug 2016
Total AUM$140M
Discretionary$132.2M
Non-Disc.$7.8M
Employees7
Clients0
DateJul 2016
Total AUM$140M
Discretionary$132.2M
Non-Disc.$7.8M
Employees7
Clients0
DateMar 2016
Total AUM$140M
Discretionary$132.2M
Non-Disc.$7.8M
Employees7
Clients0
DateFeb 2016
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees7
Clients0
DateDec 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees7
Clients0
DateDec 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees7
Clients0
DateJun 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees7
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0