MID-AMERICAN WEALTH ADVISORY GROUP

RIASEC RegisteredEst. 2021
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$153K
Accounts
2,191
Employees
21
Advisory reps
7

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

FINTRX

Overview

Mid-American Wealth Advisory Group is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm provides portfolio management for individuals, small businesses and institutions, and also performs selection-of-other-advisers work. Its compensation model is a percentage-of-assets-under-management fee. The firm also acts as an insurance broker and is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 16%, Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%65%
  • 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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$223M in ETFs

Passive

47%

$106M

Active

40%

$118M

ETFProviderStyleCategoryValueShares% of portfolio
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND (HYS)PIMCOPassiveHigh Yield Bond$31.4M331,47914.08%
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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth