MIDWEST CAPITAL FINANCIAL ADVISORS, LLC

Overview

Midwest Capital Financial Advisors, LLC is an independent registered investment adviser that serves individual and family clients with a mix of discretionary portfolio management and planning services. The firm operates as a capital allocator, selecting third-party managers and funds when needed, and supplements advisory work with educational seminars and pension consulting for smaller employers. Business activities include acting as a registered representative of a broker-dealer and as an insurance broker, which shapes the product set available to clients — notably annuities and insurance solutions alongside managed investments. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements for planning or other non-discretionary work. Governance and operating structure are that of a limited liability company owned by an individual principal. The adviser does not present itself as an active ESG investor and is not registered as a multi-state adviser.

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Location & Offices