Midwest Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,295,288
Total clients
6
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$7,715,881
About
Midwest Advisors LLC is a small, independent advisory firm that manages approximately $39.1 million on a discretionary basis for a limited client base and offers portfolio management to individuals and various types of business entities. The firm provides investment management focused on U.S. real estate industry securities, operating both long-short and long-only strategies and using options for hedging where appropriate.
The firm’s investment approach is rooted in fundamental analysis with a value bias, emphasizing a disciplined process that includes frequent communication with industry contacts, travel to research assets firsthand, and attendance at real estate industry conferences. Midwest Advisors monitors company filings, earnings and macroeconomic data and applies that research across strategies that vary by capital-structure focus and hedging techniques.
Midwest Advisors’ practice departs from many solo independent advisers in several ways: it may negotiate performance-based fees with qualified clients (up to 25% of total market return), maintains account minimums that tend to favor larger or institutional-sized accounts, and structures client relationships to accommodate business entities such as charities or accounts sponsored by other investment advisers. The brochure also discloses use of soft-dollar arrangements for research (including FactSet), reflecting a research-intensive process for a firm of its size.
Client services
Portfolio management
Expertise
Real estate investing
Options & derivatives strategies
Fee options
1.0% to 1.5% annually
Up to 25% of the total market return annually for qualified clients
Account minimum: $100,000
Main office location
Midwest Advisors LLC
7733 Forsyth Blvd., Suite 1100
St. Louis MO 63105, United States
Number of offices
2
Most active in
Midwest Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Quick links
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