Mid-american Wealth Advisory Group, Inc.
Mid-American Wealth Advisory Group, Inc. is an investment adviser headquartered in Kansas City, Missouri. The firm is registered with the SEC and focuses on providing wealth management and financial planning services to individuals, especially families and high net worth clients. Founded in Missouri, it employs approximately 19 professionals as of 2025 and serves nearly 2,000 accounts, predominantly U.S. individuals. The firm specializes in financial planning, portfolio management, succession planning, and legacy and charitable giving strategies, offering both in-person and remote advisory services.
Investment Strategy
Mid-American Wealth Advisory Group, Inc. offers discretionary portfolio management and advisory services, monitoring client portfolios weekly. Their approach centers around tailored investment strategies for individual clients, including high net worth families, with a focus on income generation, diversification, and meeting long-term financial, legacy, and tax goals. The firm utilizes a mix of equities, ETFs, and fixed-income securities, regularly reviewing and adjusting portfolios in response to market changes, and provides advanced strategies for business succession and charitable giving.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HYS | PIMCO ETF TR | 13.90% | $31.1M | 325,243 | $93.79 | $95.68 | +$1.1M |
T TUA | SIMPLIFY EXCHANGE TRADED FUN | 10.73% | $24.0M | 1,098,790 | $21.83 | $21.87 | +$1.0M |
S SIXJ | AIM ETF PRODUCTS TRUST | 9.33% | $20.9M | 626,874 | $33.34 | $33.34 | +$20.8M |
I IBHF | ISHARES TR | 6.84% | $15.3M | 655,015 | $23.16 | $23.39 | +$1.4M |
I IBHE | ISHARES TR | 6.56% | $14.7M | 632,436 | $23.02 | $23.22 | +$771.3K |