# Midwest Capital Advisors LLC
Source: https://planprovider.pro/provider/midwest-capital-advisors-llc

> Fee-only and SEC-registered, Midwest Capital Advisors LLC works out of Grand Rapids in West Michigan, with a focus on employer retirement plans and private w…

Retirement Plan Advisor

Grand Rapids, MI

## About Midwest Capital Advisors LLC

<p>Fee-only and SEC-registered, Midwest Capital Advisors LLC works out of Grand Rapids in West Michigan, with a focus on employer retirement plans and private wealth management. The firm opened in 2003 and has a nine-person team, including CERTIFIED FINANCIAL PLANNER™ professionals.</p>

<p>Midwest Capital Advisors supports company-sponsored retirement plans across the Grand Rapids metro and surrounding West Michigan. The firm works with 59 clients and reports $0.8B in AUM (2026). Plan sponsors use the team for hands-on help with plan design, day-to-day compliance support, and participant guidance.</p>

<p>On the retirement plan side, the firm acts as a 3(21) fiduciary advisor, providing investment advice while the plan sponsor keeps final decision-making authority. A practical differentiator is the combination of fee-only planning and retirement plan consulting under one roof, which can help align the plan’s investment guidance with participant education.</p>

<ul>
<li>3(21) fiduciary investment advice for employer plans</li>
<li>Plan design support for new and existing retirement plans</li>
<li>Participant advice and education</li>
<li>Compliance support for plan sponsors</li>
<li>Wealth management for individuals and families</li>
</ul>

Website: [https://midwestcap.com/](https://midwestcap.com/)

Founded: 2003

Employees: 9

## Office Locations

- Grand Rapids, MI (Headquarters)

- Grand Rapids, MI

## Accreditations & Certifications

- AIF®

- CFP®

- CPFA®

- CRPS®

- RIA

## Services Offered

- 3(21) Investment Advisor

- Plan Design Consulting

- Participant Investment Advice

- Compliance Services

## Client Statistics (2026)

- Total Clients: 59

- Total AUM: $797.7M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN|MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C., MI|$96M|192|

| BUIST ELECTRIC 401(K) PLAN|BUIST ELECTRIC, INC., MI|$79M|473|

| V3 COMPANIES, LTD. 401(K) PLAN|V3 COMPANIES, LTD., IL|$76M|351|

| GRANGER 401(K) PLAN|GRANGER WASTE SERVICES, INC., MI|$72M|350|

| PIONEER INCORPORATED EMPLOYEE 401(K) PLAN|PIONEER INCORPORATED, MI|$21M|247|

| WYNALDA LITHO, INC. RETIREMENT SAVINGS PLAN|WYNALDA LITHO, INC. DBA WYNALDA PACKAGING, MI|$19M|148|

| RESTHAVEN 403(B) RETIREMENT PLAN|RESTHAVEN, MI|$8M|422|

## Team Members

- **Jack Tunge**, Principal, CFP®, CRPC®

- **Brad Thomas**, Wealth Advisor, CFP®

- **Jason Aubuchon**, Director of Operations

- **Olivia Terry**, Financial Planner

- **Josh Westers**, Financial Planner

- **Mike DeSmyter**, Managing Principal, AIF®

- **Shane Myas**, Retirement Plan Advisor, AIF®, CPFA®, CRPS®

- **Mark Satkoski**, Principal, AIF®, CFP®

- **Kristen Schukow**, Retirement Plan Associate

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- [Kestra Advisory Services, LLC](https://planprovider.pro/provider/kestra-advisory-services-llc) - Dallas, TX

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