# Midwest Asset Management, Inc.

> Midwest Asset Management, Inc. is a state-registered investment advisory firm, registered since 1987, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 113282
- Filed as: MIDWEST ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wisconsin
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113282
- AdvisorCensus page: https://advisorcensus.com/firm/midwest-asset-management-inc-113282

## Quick answers

**How is Midwest Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Midwest Asset Management, Inc. 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.

**Is Midwest Asset Management, Inc. registered with the SEC or a state?**
Midwest Asset Management, Inc. is a state-registered investment advisory firm, registered since 1987. Status as filed: APPROVED. CRD 113282.

**How much does Midwest Asset Management, Inc. manage?**
Midwest Asset Management, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated March 30, 2026.

**Does Midwest Asset Management, Inc. 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/113282

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

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

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

### Firm details
- Registered since: 1987 (39 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quantmanagement.com
- LinkedIn @midwestasset

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Midwest Asset Management, Inc. (CRD 113282): Form ADV filing data as of October 2026.
