Required Disclosures

Under applicable law, we are required to provide clients and prospective clients with certain disclosures about our firm and the investment and planning services we provide, as well as our preparedness and plan for handling COVID-19.

Customer Relationship Summary

As an SEC-registered investment adviser, we are required to prepare, file and provide our non-institutional clients and prospective clients with a client relationship summary, Form CRS, that provides information about our investment-related services and fees.

Download

Covid-19 Preparedness & Response Plan

Under the terms of Executive Order No. 2020-145 issued July 9, 2020, by Michigan’s governor, Gretchen Whitmer, we are required to put a copy of our COVID-19 Preparedness and Response Plan on our website.

Download

Midwest Capital Advisors Brochure

As an SEC-registered investment adviser we are required to post for all clients and prospective clients a copy of our Form ADV Part 2. This document, which is also filed with the SEC, contains a summary of the specific types of services we offer, our fee arrangements, disciplinary history, any conflict of interest, and biographical information about our employees who directly provide investment advice to clients.

Download

Privacy Policy

Your privacy is important to us. We are committed to protecting our clients’ personal information.

Download

MCA Insights