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

Who runs investment decisions at Midwest Financial Group LLC?

Investment decisions are made by a small internal team, likely led by a family member or trusted advisor. The identity of the CIO or investment committee is not publicly disclosed, consistent with the firm's privacy posture.

How does Midwest Financial Group LLC source proprietary deal flow?

The firm likely sources opportunities through direct relationships with local banks, real estate brokers, and regional business owners. As a private family office, it does not rely on external fundraising or broad deal syndication platforms.

Is Midwest Financial Group LLC structured as a single family office or does it operate more like a venture firm?

Available public information indicates the firm is structured as a single family office. It does not operate a venture capital fund, raise external capital, or maintain a public investment vehicle.

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.

Where does the underlying wealth come from?

The wealth origin is not publicly disclosed. The firm's name suggests a concentration of capital generated from Midwestern industry, potentially manufacturing, agriculture, or professional services, but this remains speculative.

Does Midwest Financial Group LLC maintain philanthropic structures, and how are they separated?

There are no publicly recorded philanthropic foundations directly linked to Midwest Financial Group LLC. Any family philanthropy is managed separately from the investment office, likely through a private foundation or personal charitable giving.

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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