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- Custodian
- Charles Schwab & Company · Gemini Trust · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Peak eagleEmber foundation +more
- Established Date
- 09-14-2015
- Office Locations
- 1
Office Locations
About Midwestern Financial Group
Midwestern Financial Group is a fee-only, fiduciary advisory firm providing goal-based financial planning and ongoing portfolio management. The team works with individuals and families (often in their 20s-50s) and business owners navigating decisions like funding growth vs. personal wealth, debt targets, business valuation, retirement, and college planning. Investment approach emphasizes asset allocation and risk management, using vehicles such as mutual funds and ETFs, with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK SHIHADY CAMPBELL
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5584933
- Ownership
- 50% but less than 75%
JOSEPH DELBERT JAY
Managing Partner, Partner
- CRD
- #5917772
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ANDREW PETER PICCHIETTI
Associate Advisor
- CRD
- #7670408
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,843,118 | $315,407 |
| Non-Discretionary | $0 | -- |
| Total | $172,843,118 | $315,407 |
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Separately Managed Accounts
Total SMA Asset: $172,843,118
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,087,391,307 | 20.2% |
| Equity - Exchange | $592,143,781 | 11.0% |
| U.S. Government/Agency | $565,228,155 | 10.5% |
| Cash | $1,625,703,835 | 30.2% |
| Corporate - Investment Grade | $285,305,640 | 5.3% |
| Municipal Bonds | $1,227,352,564 | 22.8% |
| Total | $5,383,125,282 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA UNISON VECTOR | CAPITAL OPTIMA | HHPVYFM9B | TNVJQ | 5.60% | $48,935,900 |
| PRIME FOCUS FRONTIER | EAGLE HORIZON | UF4TRUPCR | UOM | 12.54% | $59,464,070 |
| HORIZON PRIME ZENITH | PATHWAY GLACIER | KZTHV8181 | STJJS | 5.79% | $83,206,448 |
| FOCUS RIDGE | FRONTIER PEAK | TNDOON445 | YEX | 5.61% | $85,012,544 |
| VALUE NORTH | PIONEER PRIME | 0A4GPGJG2 | DPZO | 12.20% | $78,320,040 |
| VITAL CREST TIMBER | GLACIER CATALYST | 9276011HJ | JMVKT | 9.51% | $63,767,088 |
| FOCUS TIMBER VECTOR | ZENITH ELEMENT | 8LZLEEV1O | CHCP | 3.91% | $76,531,325 |
| ALPHA INSIGHT | PRIME FUSION | CUTQEXI2L | LOM | 4.47% | $38,567,523 |