Midwest Capital Advisors, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.1B
- Clients
- 337
- Avg AUM / client
- $4.0M
- Accounts
- 971
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 140 | $55.9M | 4.12% |
| High net worth individuals | 125 | $291M | 21.5% |
| Pension and profit sharing plans | 65 | $837M | 61.7% |
| Charitable organizations | Fewer than 5 clients | $5.1M | 0.38% |
| State or municipal government entities | 7 | $155M | 11.4% |
| Corporations and other businesses | 0 | $12.5M | 0.92% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pioneer Incorporated Employee 401(k) Plan Pioneer Incorporated | 2024 | |
| Weaver Cooke Construction, Llc Profit Sharing/401(k) Plan Wcc Acquisition, Llc | 2024 | |
| V3 Companies, Ltd. 401(k) Plan V3 Companies, Ltd. | 2024 | |
| Van Andel Institute Retirement Savings Plan Van Andel Research Institute | 2024 | |
| Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan Miller, Johnson, Snell & Cummiskey, P.L.C. | 2024 | |
| Granger 401(k) Plan Granger Waste Services, Inc. | 2024 | |
| Grand Valley Medical Specialists, Plc Profit Sharing Plan Grand Valley Medical Specialist, Plc | 2024 | |
| Wynalda Litho, Inc. Retirement Savings Plan Wynalda Litho, Inc. Dba Wynalda Packaging | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gietzen, Jeffrey, A | Member | Jan 2003 (24y) | Less than 5% | |
| Swain, Henry, Grinnell | Member | Jan 2003 (24y) | Less than 5% | |
| Michael David Desmyter | Member, Manager | Jul 2010 (16y) | 25% – 50% | |
| Jack Nicklaus Tunge | Member | CFP | Mar 2014 (12y) | 25% – 50% |
| Mark Richard Satkoski | Member | CFP | Jan 2015 (12y) | 25% – 50% |
| Shane Michael Myas | Registered representative | Feb 2023 (3y) | ||
| Olivia Morris | Registered representative | Dec 2023 (3y) | ||
| Kristen Seeley Schukow | Registered representative | Sep 2024 (2y) | ||
| Bradley Thomas | Registered representative | CFP | Aug 2025 (1y) | |
| Joshua A Westers | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pioneer Incorporated Employee 401(k) Plan | Pioneer Incorporated | 247 | $20.5M | 01/01/2024 |
| Weaver Cooke Construction, Llc Profit Sharing/401(k) Plan | Wcc Acquisition, Llc | 121 | $14.2M | 01/01/2024 |
| V3 Companies, Ltd. 401(k) Plan | V3 Companies, Ltd. | 351 | $76.3M | 01/01/2024 |
| Van Andel Institute Retirement Savings Plan | Van Andel Research Institute | 506 | $115M | 01/01/2024 |
| Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan | Miller, Johnson, Snell & Cummiskey, P.L.C. | 192 | $95.6M | 01/01/2024 |
| Granger 401(k) Plan | Granger Waste Services, Inc. | 350 | $72.2M | 01/01/2024 |
| Grand Valley Medical Specialists, Plc Profit Sharing Plan | Grand Valley Medical Specialist, Plc | 68 | $15.9M | 01/01/2024 |
| Wynalda Litho, Inc. Retirement Savings Plan | Wynalda Litho, Inc. Dba Wynalda Packaging | 148 | $19.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Empower Financial Services, Inc. $411M (30% of AUM) May 2026
- Charles Schwab & Co. $378M (28% of AUM) May 2026
- Great West Trust Company, Llc $332M (29% of AUM) Aug 2025
- National Financial Services (Fidelity) $232M (17% of AUM) May 2026
- Broadridge Business Process Outsourcing, Llc $194M (14% of AUM) May 2026
- Alerus Financial $171M (15% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗