A complete list of active advisors currently associated with Midway Capital Research & Management LLC

Warmer can help you find a great advisor at Midway Capital Research & Management LLC or one who fits your needs even better.

Midway Capital Research & Management LLC serves individuals (including high‑net‑worth clients), business entities, and charitable organizations, offering discretionary investment management, financial planning, and pension consulting. The firm reports managing roughly $110 million in discretionary assets across about 51 client accounts and provides ongoing reviews tied to each client's Financial Profile and Investment Plan. The firm typically manages accounts via a concentrated, bottom‑up Value Portfolio that seeks equities trading below estimated intrinsic value or a Custom Allocation Portfolio that combines stable value, income, and long‑term appreciation for clients with short‑term liquidity needs. Research is fundamentally driven at the company level rather than by macro forecasts, and investment decisions are made on a discretionary basis in line with client objectives and risk tolerances. Compared with peers, Midway discloses and advertises historical performance results in its materials, a practice that is uncommon among firms of its size. It also emphasizes concentrated value investing and provides pension consulting where it acknowledges ERISA fiduciary responsibilities, a combination of services and disclosures that is relatively rare among supported advisers.

To learn more about the advisors currently working at Midway Capital Research & Management LLC, 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.