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Midway Capital Research & Management

EST. AUM
$110,375,561

CONTACTS

CLIENT ACCOUNTS
144

Firm Details

Metro area Chicago
CRD Number 147139
Website midwaymgt.com
Client types

Overview

Midway Capital Research & Management is an independent, employee-owned, fee-only registered investment adviser based in Chicago. Founded in 2008, the firm provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth families, businesses, charitable organizations, and institutions in the United States and abroad. Its investment process emphasizes original, bottom-up fundamental research, intrinsic-value discipline, concentrated long-term equity ownership, and customized allocations using equities, fixed income, funds, and cash. Client portfolios are managed through a Value Portfolio or Custom Allocation Portfolio. The firm reported $110.4 million in discretionary regulatory assets under management across 144 accounts as of December 31, 2025.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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