Data / Investment advisers / Missouri / Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group, Kansas City, MO: $336 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mid-American Wealth Advisory Group is an SEC registered investment adviser with its main office in Kansas City, Missouri and reports $336 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 301621
- SEC file number
- 801-121111
- SEC status
- Approved, effective April 30, 2021
- Legal name
- Mid-American Wealth Advisory Group Inc.
- Main office
- 7505 NW Tiffany Springs Parkway 4th Floor, Kansas City, MO 64153
- Phone
- (816) 640-5888
- Regulatory AUM
- $335,631,447 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $335,631,447
- Accounts
- 2,191
- Employees
- 21, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 902 | $243.6 million |
| High net worth individuals | 46 | $86.4 million |
| Pension and profit sharing plans | 10 | $4.5 million |
| Corporations or other businesses | Fewer than 5 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $335.6 million | January 29, 2026 |
| December 1, 2025 | $283.3 million | September 24, 2025 |
Other advisers in Kansas City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ninth Avenue Capital, LP | Kansas City | $536 million | 1 | adviserinfo.sec.gov |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | $452.2 million | Not listed | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | $450.2 million | 5 | adviserinfo.sec.gov |
| CPC Management, LLC | Kansas City | $428 million | 1 | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | $338.1 million | Not listed | adviserinfo.sec.gov |
| Sterneck Capital Management LLC | Kansas City | $327.9 million | Not listed | adviserinfo.sec.gov |
| 1248 Partners, LLC | Kansas City | $323.4 million | 7 | adviserinfo.sec.gov |
| Craft & Sage Wealth | Kansas City | $306.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas City, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Mid-American Wealth Advisory Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.