CRD: 307447
Midwest Capital Financial Advisors, LLC
$16.6M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
2 Employees
111 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2020
- Office Locations
- 1
Office Locations
226 N 12th ST Decatur IN
About Midwest Capital Financial Advisors, LLC
Midwest Capital Financial Advisors, LLC is a Decatur-based RIA. The firm has been operating for 6 years. Managing $16.6M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$149.4K AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL ALAN HAMILTON
President
- CRD
- #2002424
- Ownership
- 75% or more
Available
Available
Available
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J
Jerry O Baughman
--
- CRD
- #6908190
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,327,790 | -- |
| Non-Discretionary | $2,258,139 | -- |
| Total | $16,585,929 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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