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MIDWEST CAPITAL ADVISORS, LLC

GRAND RAPIDS, MI · CRD 125389 · IAPD ↗ · 616-454-9600

$1.36BRegulatory AUM
8Advisory reps
11Employees
0Clients
More than 500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — MIDWEST CAPITAL ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — MIDWEST CAPITAL ADVISORS, LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
30
April 2025 — MIDWEST CAPITAL ADVISORS, LLC changed its website from midwestcap.com to mcagps.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
75
April 2025 — MIDWEST CAPITAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — MIDWEST CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($947.3M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.