Rachel Barnard
Midway Capital Research & Management · Chicago, Illinois
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.
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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 | $110.4M across 144 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 5523997 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.midwaymgt.com |
How Rachel's firm compares
- Midway Capital Research & Management's average account is about $766,000, from its Form ADV (assets managed divided by 144 accounts).
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Questions about Rachel
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.
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.
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