# Atlanticmidwest Investment Research, LLC

> Atlanticmidwest Investment Research, LLC is a state-registered investment advisory firm in Humacao, PR, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 305618
- Filed as: ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Humacao, PR
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305618
- AdvisorCensus page: https://advisorcensus.com/firm/atlanticmidwest-investment-research-llc-humacao-pr-305618

## Quick answers

**How is Atlanticmidwest Investment Research, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atlanticmidwest Investment Research, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Atlanticmidwest Investment Research, LLC located?**
Atlanticmidwest Investment Research, LLC's principal office is in Humacao, PR, according to its Form ADV.

**Is Atlanticmidwest Investment Research, LLC registered with the SEC or a state?**
Atlanticmidwest Investment Research, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305618.

**How much does Atlanticmidwest Investment Research, LLC manage?**
Atlanticmidwest Investment Research, LLC reports $28,141,909 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**What types of clients does Atlanticmidwest Investment Research, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58).

**Does Atlanticmidwest Investment Research, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305618

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $28,141,909
- Discretionary: $28,141,909
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $28,141,909 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [atlanticmidwest.com](https://atlanticmidwest.com)
- Facebook @AtlanticMidwestInvestmentResearch
- LinkedIn @atlanticmidwest-investment-research-llc
- X @atl_Midwest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atlanticmidwest Investment Research, LLC (CRD 305618): Form ADV filing data as of October 2026.