A complete list of active advisors currently associated with MDW Capital Management Corp.
Warmer can help you find a great advisor at MDW Capital Management Corp. or one who fits your needs even better.
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.
To learn more about the advisors currently working at MDW Capital Management Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 3
|
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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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