CRD: 147139
Midway Capital Research & Management LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2008
- Office Locations
- 1
Office Locations
About Midway Capital Research & Management LLC
Midway Capital Research & Management is an independent, fee-only RIA based in Chicago providing discretionary investment management and financial planning for individuals and institutions in the U.S. and abroad. Portfolios are primarily ETF-based. The firm works through a discretionary investment management agreement and publishes market and investment commentary via its News & Insights.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RACHEL HEMPHILL BARNARD
Chief Compliance Officer, Director, Manager, President
- CRD
- #5523997
- Ownership
- 50% but less than 75%
JUSTIN ROBERT FULLER
Senior Director
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,375,561 | -- |
| Non-Discretionary | $0 | -- |
| Total | $110,375,561 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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