M
MDW Capital Management Corp.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,688,461
Clients
24
67% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$1,320,353
About
MDW Capital Management Corp. provides advisory services to individuals and high-net-worth individuals and, as of December 2025, oversees roughly $31.7 million across 24 client relationships. The firm does not manage client accounts directly or retain custody; instead it prepares Investment Policy Statements, assists with onboarding, and facilitates ongoing communication and performance monitoring with third-party discretionary managers.
The firm’s approach is to match each client’s IPS and circumstances to outside managers and platform solutions (including AssetMark, Pacific Financial, and Wells Fargo) rather than selecting individual securities; MDW Capital does not analyze or trade individual securities itself. MDW acts as a conduit between clients and recommended managers, performs periodic reviews, and relays life‑event changes to those managers to help align portfolios with client objectives.
MDW Capital is unusual among independent advisers because it is affiliated with an accounting practice, a real estate brokerage/property management business, and insurance activities; the firm’s sole owner devotes measurable time to those non‑advisory businesses. These affiliations create potential conflicts of interest—MDW discloses fee‑sharing arrangements and platform allowances from recommended managers and describes procedures intended to mitigate those conflicts while noting clients may choose other providers.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
Up to 3% total between MDWCM and third-party advisers annually (varies by third-party manager)
Main office location
MDW Capital Management Corp.
4250 Wilshire Blvd
Los Angeles CA 90010, United States
Number of offices
1
Most active in
MDW Capital Management Corp. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")