$1.4B Total AUM
$1.1B Disc. AUM
20.3% 3Y CAGR
11 Employees
337 ADV. Clients
23 yrs Firm Age
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- Custodian
- Alerus · Ascensus · Broadridge · Charles Schwab & Company · Empower · Fidelity/NFS · Principal · T. Rowe Price · Transamerica · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Bridge bridgeCatalyst +more
- Established Date
- 01-01-2003
- Office Locations
- 2
Office Locations
630 Kenmoor Ave. SE Suite 206 Grand Rapids MI
688 Cascade West Parkway SE Grand Rapids MI
About Midwest Capital Advisors, LLC
Midwest Capital Advisors is a Grand Rapids, MI fee-only fiduciary RIA providing hands-on wealth management for individuals and families and retirement plan advisory for employers. The team-based approach aligns portfolios—often built with public funds and ETFs—to clients’ short- and long-term goals, with no product sales or commissions.
Team overview
35 AVG AGE
$169.6M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
9.6 yrs AVG TENURE
11 Employees
8 Advisory Reps
8 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Glacier Unison timber Momentum foundation Value peak Frontier insight Harbor matrix Fusion foundation
Client Personas
Horizon vector Focus Oak
CRM
Zenith zenith
Custodian
Quantum Timber Matrix fusion Zenith
Investment Themes
Capital Vertex Matrix oak Radial Radial
Investment Vehicles
Legacy Prime horizon
Platform
Crest zenith Horizon element
Services
Element Ember atlas Radial Bridge peak Prime Radial foundation Catalyst atlas Unison insight
Technology
Oak quantum Fusion radial Vector
Owner & Executives
MICHAEL DAVID DESMYTER
Manager, Principal
- CRD
- #5763894
- Ownership
- 25% but less than 50%
(719) 439-2929
peak.quantum@eaglecapital.com
in linkedin.com/in/eagle-capital
MARK RICHARD SATKOSKI
Financial Advisor, General Partner
- CRD
- #4916409
- Ownership
- 25% but less than 50%
(603) 829-9811
unison.harbor@beaconcapital.com
in linkedin.com/in/pathway-frontier
V
Vertex pioneer
Fusion signal
- CRD
- #33892
- Ownership
- 37.7%
(681) 419-1052
ridge.signal@eaglecapital.com
in linkedin.com/in/pioneer-signal
Showing 2 of 5 owners & executives
Unlock allContacts
Olivia Morris
Financial Planner
- CRD
- #7189376
(682) 250-8898
foundation.focus@northcapital.com
in linkedin.com/in/wave-glacier
S
SHANE MICHAEL MYAS
Retirement Plan Advisor
- CRD
- #6645725
(379) 628-7751
eagle.horizon@catalystcapital.com
in linkedin.com/in/zenith-legacy
F
Fusion crest
Value peak
- CRD
- #79014
(829) 860-1074
prime.ember@catalystcapital.com
in linkedin.com/in/signal-timber
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,110,560,207 | $1,149,648 |
| Non-Discretionary | $246,016,111 | $49,203,222 |
| Total | $1,356,576,318 | $1,397,092 |
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Separately Managed Accounts
Total SMA Asset: $1,356,576,318
Public Funds:
14.1% Cash:
46.7% Equity - Exchange:
21.8% U.S. Government/Agency:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $191,745,592 | 14.1% |
| Cash | $635,072,281 | 46.7% |
| Equity - Exchange | $296,457,725 | 21.8% |
| U.S. Government/Agency | $236,622,221 | 17.4% |
| Total | $1,359,897,819 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH EMBER HARBOR | MATRIX PIONEER | JH3FGZBRR | VTU | 4.38% | $105,016,352 |
| MERIDIAN UNISON | RIDGE DELTA | JR6R6AU70 | SGLI | 7.61% | $10,404,900 |
| MERIDIAN SIGNAL MOMENTUM | PATHWAY LEGACY | 9VUKK2IHD | ATQWH | 5.14% | $91,184,768 |
| RADIAL LEGACY | VECTOR CATALYST | E70U6EUZH | VXT | 7.37% | $4,664,397 |
| PEAK RADIAL | ATLAS PRIME | BQ2E7GFRU | JGN | 10.31% | $60,829,726 |
| MERIDIAN VERTEX ALPHA | DELTA ALPHA | E2MYYRRMX | AIZOO | 5.77% | $115,745,493 |
| LEGACY GLACIER LEGACY | ZENITH VALUE | 44TL8VDT1 | FJZLH | 9.81% | $20,981,334 |
| PEAK VERTEX CAPITAL | UNISON FRONTIER | LYLNJ6YKO | UOC | 4.64% | $7,193,241 |