Midway Capital Research & Management LLC

RIASEC Registered

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$766K

Accounts

144

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 147139
Website: www.midwaymgt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.47%
Corporations / Businesses22.07%
Individuals12.66%
Charitable Organizations1.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Midway Capital Research & Management LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee options. Midway does not identify as an active ESG investor.