Erik Midas
Midas Capital Management · San Francisco, California
Erik Midas is a fee-only financial advisor at Midas Capital Management in San Francisco, California. Midas Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Erik →
Facts
| Firm | Midas Capital Management |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $28.7M across 30 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5529235 |
| Exams passed | Series 63 (2023) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | midascapitalmgmt.com |
How Erik's firm compares
- Midas Capital Management's average account is about $957,000, from its Form ADV (assets managed divided by 30 accounts).
Request an introduction to Erik
Tell Erik a little about what you're looking for. Erik isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Erik
Is Erik Midas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Midas Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Midas Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Erik Midas based?
Erik Midas is based in San Francisco, California.
Is Erik Midas registered with the SEC?
Yes. Erik Midas is registered as an investment adviser representative in CA (CRD 5529235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Midas Capital Management manage?
Midas Capital Management reports $28.7M across 30 accounts in assets under management.
How do I contact Erik Midas?
Through Erik's website, midascapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.