Midwest Financial Partners Investments, Inc.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 531
- Avg AUM / client
- $2.9M
- Accounts
- 5,795
- Employees
- 30
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Investments (13F portfolio — 80 positions, $240,787,220)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | VALUE ETF | $24,317,937 | 111,586 | 10.1% | 1.6% |
| 2 | J P Morgan Exchange Traded F | INTL BD OPP ETF | $23,335,838 | 482,644 | 9.69% | 1.54% |
| 3 | Ishares Tr | TRS FLT RT BD | $18,757,403 | 370,480 | 7.79% | 1.24% |
| 4 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $16,105,636 | 269,821 | 6.69% | 1.06% |
| 5 | Putnam Etf Trust | FRANK MINN ETF | $15,827,600 | 1,775,111 | 6.57% | 1.04% |
| 6 | Vanguard Index Fds | S&P 500 ETF SHS | $15,477,264 | 22,535 | 6.43% | 1.02% |
| 7 | Franklin Templeton Etf Tr | FRANKLIN DYN MUN | $13,465,170 | 534,969 | 5.59% | 0.89% |
| 8 | Ark Etf Tr | GENOMIC REV ETF | $8,890,907 | 211,386 | 3.69% | 0.59% |
| 9 | Ark Etf Tr | BLOC FIN INN ETF | $7,478,941 | 189,532 | 3.11% | 0.49% |
| 10 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $7,419,405 | 104,132 | 3.08% | 0.49% |
| 11 | Ishares Tr | ESG AWR MSCI USA | $6,939,608 | 42,400 | 2.88% | 0.46% |
| 12 | Apple Inc | COM | $6,777,969 | 23,424 | 2.81% | 0.45% |
| 13 | Vanguard Index Fds | SMALL CP ETF | $4,691,086 | 15,476 | 1.95% | 0.31% |
| 14 | Microsoft Corp | COM | $4,454,640 | 11,942 | 1.85% | 0.29% |
| 15 | Ishares Tr | ESG AW MSCI EAFE | $4,447,047 | 43,255 | 1.85% | 0.29% |
| 16 | Vanguard Index Fds | GROWTH ETF | $4,267,548 | 49,542 | 1.77% | 0.28% |
| 17 | Vanguard Intl Equity Index F | FTSE SMCAP ETF | $3,506,086 | 22,724 | 1.46% | 0.23% |
| 18 | Nvidia Corporation | COM | $3,414,536 | 17,065 | 1.42% | 0.23% |
| 19 | Ishares Tr | LOW CA OP MS ETF | $3,017,680 | 11,929 | 1.25% | 0.2% |
| 20 | Ishares Tr | 0-3 MTH TREASURY | $2,801,143 | 27,825 | 1.16% | 0.18% |
| 21 | Vanguard Index Fds | MID CAP ETF | $2,791,429 | 34,646 | 1.16% | 0.18% |
| 22 | Ishares Tr | ENERGY STRG & MA | $2,551,445 | 56,621 | 1.06% | 0.17% |
| 23 | Ishares Tr | ESG AWARE MSCI | $2,369,922 | 42,373 | 0.98% | 0.16% |
| 24 | Ishares Inc | ESG AWR MSCI EM | $2,242,181 | 40,998 | 0.93% | 0.15% |
| 25 | Bio Techne Corp | COM | $2,073,649 | 29,351 | 0.86% | 0.14% |
Top 25 of 80 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 112 | $474M | 31.2% |
| High net worth individuals | 326 | $1.0B | 66.5% |
| Pension and profit sharing plans | 64 | $12.9M | 0.85% |
| Charitable organizations | 16 | $17.2M | 1.14% |
| Corporations and other businesses | 13 | $4.5M | 0.3% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Donald St Hilaire | President | Dec 2014 (12y) | ≈ 56.25% – 100% via Thomas D. St. Hilaire Revocable Trust | |
| John Darrell Glomski | Chief Compliance Officer | Jan 2015 (12y) | Less than 5% | |
| Jamie Wesley Schrupp | Registered representative | Jan 2015 (12y) | ||
| Hailey Harren Hollenhorst | Registered representative | Aug 2017 (9y) | ||
| Mark Philip Boyle | Registered representative | Sep 2020 (6y) | ||
| Benjamin Jennings Crist | Registered representative | Dec 2023 (3y) | ||
| Tyler Lee Rosin | Registered representative | Feb 2024 (3y) | ||
| Jessica Lynn Gauerke | Registered representative | Jun 2024 (2y) | ||
| Nellie Lynn Gabrielson | Registered representative | Aug 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Thomas D. St. Hilaire Revocable Trust | Managing Member | Mar 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thomas Donald St Hilaire: 75% – 100% of Thomas D. St. Hilaire Revocable Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Pershing $1.2B (78% of AUM) Feb 2026
- Fidelity Brokerage Services $56.7M (9% of AUM) Oct 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗