Data / Investment advisers / Kansas / Midwest Financial Group LLC
Midwest Financial Group LLC, Overland Park, KS: $566 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Midwest Financial Group LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $566 million in regulatory assets under management in its Form ADV filed August 19, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Midwest Financial Group LLC (CRD number 175288): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 175288
- SEC file number
- 801-81177
- SEC status
- Approved, effective March 27, 2015
- Main office
- 7400 W 130th Street, Suite 100, Overland Park, KS 66213
- Phone
- (913) 696-0041
- Website
- midwestfinancialkc.com
- Regulatory AUM
- $566,081,879 in the Form ADV filed August 19, 2026
- Discretionary AUM
- $559,354,348
- Non discretionary AUM
- $6,727,531
- Accounts
- 2,222
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Limited Liability Partnership
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 19, 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 |
|---|---|---|
| High net worth individuals | 204 | $413.9 million |
| Individuals (other than high net worth individuals) | 727 | $138.4 million |
| Charitable organizations | 5 | $7.6 million |
| Pension and profit sharing plans | 19 | $6.2 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 |
|---|---|---|
| March 2, 2026 | $566.1 million | February 28, 2026 |
| December 1, 2025 | $477.8 million | February 7, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| TFB Advisors, LLC | Overland Park | $840.2 million | Not listed | adviserinfo.sec.gov |
| Paragon Capital Management LLC | Overland Park | $739.8 million | Not listed | adviserinfo.sec.gov |
| Aspyre Wealth Partners | Overland Park | $668.3 million | Not listed | adviserinfo.sec.gov |
| BCWM | Overland Park | $665.2 million | Not listed | adviserinfo.sec.gov |
| Steffes Financial, LTD | Overland Park | $611.5 million | Not listed | adviserinfo.sec.gov |
| PHD Retirement Consulting | Overland Park | $559.2 million | Not listed | adviserinfo.sec.gov |
| Searcy Financial Services, Inc. | Overland Park | $514 million | Not listed | adviserinfo.sec.gov |
| Postrock Partners LLC | Overland Park | $489.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Midwest Financial Group LLC 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.