Mid-American Wealth Advisory Group
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 301621
- Registered since
- April 30, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals72.59%
- HNWI25.74%
- Pension & Profit Sharing Plans1.33%
- Corporations / Businesses0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mid-American Wealth Advisory Group is an independent Registered Investment Adviser organized as a corporation and SEC‑registered in 2021. The firm is individually owned and operates on a percentage‑of‑AUM fee model while also acting as an insurance broker. Its client base spans individuals and families as well as institutional clients. Service capabilities include discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and selection of third‑party advisers—consistent with the firm identifying itself as a capital allocator. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser. It does not list pension consulting or related‑adviser affiliations in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities16%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Kolton Hurst
New Business CoordinatorCRD 7892624
Contacts
3 of 6
Patrick Guilfoy
Relationship AdvisorCRD 6911433
Amy Falter
CRD 5396992

Joshua Falter
AdvisorCRD 7027916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$261M in ETFs
33%
$84.9M
41%
$176M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TRUESHARES S&P AUTOCALLABLE DEFENSIVE INCOME ETF (PAYM) | $45.5M | 1,811,587 | 17.47% |
Location
Kansas City, MO
Platte
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Platte
- Address
- 7505 Nw Tiffany Springs Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Nicholson Meyer Capital Management, Inc.
RIAKansas City, MO
Sterneck Capital Management LLC
RIAKansas City, MO
1248 Partners, LLC
RIAKansas City, MO
Craft & Sage Wealth
RIAKansas City, MO
Mader & Shannon Wealth Management
RIAKansas City, MO
CPC Management, LLC
RIAKansas City, MO