Investment adviser · CRD 175288
MIDWEST FINANCIAL GROUP LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Aug 19, 2026
- Regulatory AUM
- $566M Form ADV · Item 5.F
- Client accounts
- 2,222 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 204 | $413,898,048 | 73.1% |
| Individuals | 727 | $138,372,733 | 24.4% |
| Charities | 5 | $7,589,318 | 1.3% |
| Retirement plans | 19 | $6,221,780 | 1.1% |
Filing source
Form ADV 2125971 · Aug 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7400 W 130TH STREET, SUITE 100OVERLAND PARK, KS, 66213, United States
CRD 175288
Filing source
Form ADV 2125971 · Aug 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.