# Rachel Barnard

> Rachel Barnard is a fee-only financial advisor at Midway Capital Research & Management in Chicago, Illinois. Midway Capital Research & Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rachel-barnard/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Midway Capital Research & Management
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $110.4M across 144 accounts
- **CRD:** 5523997 (https://adviserinfo.sec.gov/individual/summary/5523997)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.midwaymgt.com/

## Frequently asked questions

### Is Rachel Barnard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rachel holds no broker registration, and Midway Capital Research & Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rachel charge for financial advice?

Rachel's firm, Midway Capital Research & Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Rachel Barnard based?

Rachel Barnard is based in Chicago, Illinois.

### Is Rachel Barnard registered with the SEC?

Yes. Rachel Barnard is registered as an investment adviser representative in IL and TX (CRD 5523997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Midway Capital Research & Management manage?

Midway Capital Research & Management reports $110.4M across 144 accounts in assets under management.

### How do I contact Rachel Barnard?

Through Rachel's website, www.midwaymgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5523997): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
