Olivia Morris
Midwest Capital Advisors · Grand Rapids, Michigan
Olivia Morris is a fee-only financial advisor at Midwest Capital Advisors in Grand Rapids, Michigan. Midwest Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Midwest Capital Advisors |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.36B across 971 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 7189376 |
| Exams passed | Series 63 (2021) · Series 65 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.midwestcap.com |
How Olivia's firm compares
- Midwest Capital Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 971 accounts).
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Questions about Olivia
Is Olivia Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Olivia holds no broker registration, and Midwest Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Olivia charge for financial advice?
Olivia's firm, Midwest Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Olivia Morris based?
Olivia Morris is based in Grand Rapids, Michigan.
Is Olivia Morris registered with the SEC?
Yes. Olivia Morris is registered as an investment adviser representative in MI and TX (CRD 7189376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Midwest Capital Advisors manage?
Midwest Capital Advisors reports $1.36B across 971 accounts in assets under management.
How do I contact Olivia Morris?
Through Olivia's website, www.midwestcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Grand Rapids
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.
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