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. 

Investment advisory services are offered through Midwest Capital Advisors, LLC, an SEC-registered investment advisor. Opinions expressed on this website are subject to change without notice and are not intended as investment advice or to predict future performance. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

Information on our website is designed to provide general information on the subjects covered. The information is not designed to be and does not constitute specific legal or tax advice or a recommendation as to a specific tax plan or arrangement. Midwest Capital Advisors does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for specifics.

For detailed information on Midwest Capital Advisors, please visit the Investment Advisor Public Disclosure site


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.

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.

Privacy Policy

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