Midway Capital Research & Management LLC

Midway Capital Research & Management LLC (CRD# 147139) is a financial advisory firm headquartered in Chicago, IL. They manage $18,583,768 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $299,738
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 H. Barnard
CRD#: 5523997
150 North Michigan Avenue, Suite 800, Chicago, IL 60601
93
Wealthminder
score

Rachel Barnard (CRD# 5523997) is an Investment Advisor Representative working at Midway Capital Research & Management LLC in Chicago, IL and has over 8 years of experience in the finance industry.

2
Todd G. Schrade
CRD#: 5916740
150 North Michigan Avenue, Suite 800, Chicago, IL 60601
90
Wealthminder
score

Todd Schrade (CRD# 5916740) is an Investment Advisor Representative working at Midway Capital Research & Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.

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