Midway Capital Research & Management LLC

Midway Capital Research & Management LLC (CRD# 147139) is a financial advisory firm headquartered in Chicago, IL. They manage $83,235,374 in 114 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
400 North Michigan Avenue, Suite 1018, Chicago, IL 60611
https://twitter.com/midwaycapital
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $730,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, NY, TX

Financial Advisors at Midway Capital Research & Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rachel Barnard, financial advisor Chicago IL
Rachel H. Barnard
CRD#: 5523997
400 North Michigan Avenue, Suite 1018, Chicago, IL 60611

Rachel Barnard (CRD# 5523997) is an Investment Advisor Representative working at Midway Capital Research & Management LLC in Chicago, IL and has over 16 years of experience in the finance industry.

2
Todd Schrade, financial advisor Chicago IL
Todd G. Schrade
CRD#: 5916740
400 North Michigan Avenue, Suite 1018, Chicago, IL 60611

Todd Schrade (CRD# 5916740) is an Investment Advisor Representative working at Midway Capital Research & Management LLC in Chicago, IL and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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