RIA · CRD 175288SEC-Registered

Updated:

Midwest Financial Group LLC

MIDWEST FINANCIAL GROUP LLC is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2015. The firm manages $566 million in assets, with...

Midwest Financial Group LLC

MIDWEST FINANCIAL GROUP LLC is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2015. The firm manages $566 million in assets, with $559 million on a discretionary basis. It has 9 employees and 9 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Does Midwest Financial Group LLC participate in fund commitments or only direct deals?

The firm is known to participate in both direct deals and fund commitments, including limited partnership interests in private equity and hedge funds. The specific fund relationships are not publicly documented.

What investment stages does Midwest Financial Group LLC typically target?

The firm targets a multi-asset portfolio with a focus on direct real estate, public equities, and fixed income. It does not publicly specify stage preference for private equity or venture investments.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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