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They include 902 individual clients, 46 high-net-worth individuals, and 10 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mid-American Wealth Advisory Group offer?","answer":"Mid-American Wealth Advisory Group provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Mid-American Wealth Advisory Group charge?","answer":"Mid-American Wealth Advisory Group charges 0.70%–1.25% a year for its Asset Management Fees. The fee is billed in arrears.","source":"FORM ADV PART 2A, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mid-American Wealth Advisory Group use?","answer":"Mid-American Wealth Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $325M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mid-American Wealth Advisory Group have?","answer":"Mid-American Wealth Advisory Group has 6 investment adviser representatives registered with state securities authorities, out of 21 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mid-American Wealth Advisory Group invest in?","answer":"At the end of its last fiscal year, Mid-American Wealth Advisory Group’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 8% investment grade corporate bonds, 5% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% high-yield corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Mortgage Backed Securities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mid-American Wealth Advisory Group?","answer":"Mid-American Wealth Advisory Group’s direct owners are Mark Falter (50% to 75%) and Amy Falter (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mid-American Wealth Advisory Group get paid?","answer":"Mid-American Wealth Advisory Group is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}