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MDW Capital Management Corp.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,688,461
Total clients
24
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$1,320,353
About
MDW Capital Management is a single‑adviser registered investment adviser that serves individual and high‑net‑worth clients by recommending and coordinating third‑party discretionary managers. The firm prepares an investment policy statement for each client and assists with onboarding, account setup, and ongoing communication between the client and the selected managers.
Rather than managing portfolios or recommending individual securities itself, the firm evaluates clients’ risk tolerance, time horizon and asset allocation and directs clients to outside managers and platform solutions (including the AssetMark platform and other third‑party managers). Those third‑party managers are granted discretionary authority to select investments, while the firm monitors performance, relays client life‑event updates, and conducts periodic reviews with clients.
Noteworthy aspects disclosed in the brochure include multiple outside business affiliations: the firm’s sole owner also operates an accounting practice, a property management business, and holds insurance and real estate licenses, with disclosed time commitments of roughly 100 hours/month for accounting, 30 hours/month for property management, 10 hours/month for real estate, and 5 hours/month for insurance. The combination of these affiliations and the firm’s business model of exclusively referring to and monitoring external portfolio managers (rather than providing direct portfolio management) differentiates it from many independent peers.
Client services
Selection of other advisers
Expertise
Wealth management
Fee options
$10,000 - $25,000: varies by AssetMark investment solution (mutual fund minimum generally $10,000; ETF minimum $25,000) $25,000 - $1,000,000: varies by AssetMark investment solution (Privately Managed and Unified Managed Accounts minimum from $25,000 to $1,000,000 depending on strategy)
Main office location
MDW Capital Management Corp.
4250 Wilshire Blvd
Los Angeles CA 90010, United States
Number of offices
1
Most active in
MDW Capital Management Corp. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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