# Midwest Advisors LLC

> Midwest Advisors LLC is a state-registered investment advisory firm in St. Louis, MO, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 305137
- Filed as: MIDWEST ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305137
- AdvisorCensus page: https://advisorcensus.com/firm/midwest-advisors-llc-st-louis-mo-305137

## Quick answers

**How is Midwest Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Midwest Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Midwest Advisors LLC located?**
Midwest Advisors LLC's principal office is in St. Louis, MO, according to its Form ADV.

**Is Midwest Advisors LLC registered with the SEC or a state?**
Midwest Advisors LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305137.

**How much does Midwest Advisors LLC manage?**
Midwest Advisors LLC reports $46,295,288 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (23% discretionary).

**What types of clients does Midwest Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Midwest Advisors 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/305137

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $46,295,288
- Discretionary: $10,861,355
- Non-discretionary: $35,433,933

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 6 | $1,178,485 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $3,110,065 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $42,006,738 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- midwest-advisors.com
- LinkedIn @midwest-advisors-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Midwest Advisors LLC (CRD 305137): Form ADV filing data as of October 2026.