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Advisor

Todd Schrade

Midway Capital Research & Management · Chicago, Illinois

Todd Schrade 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.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmMidway 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 · CRD 5916740
Exams passedSeries 65 (2011)
Firm size2 employees
Disclosures None reported
Websitewww.midwaymgt.com
LinkedInProfile

How Todd's firm compares

  • Midway Capital Research & Management's average account is about $766,000, from its Form ADV (assets managed divided by 144 accounts).

What fee-only advisors charge in Illinois

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Questions about Todd

Is Todd Schrade a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?

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

Where is Todd Schrade based?

Todd Schrade is based in Chicago, Illinois.

Is Todd Schrade registered with the SEC?

Yes. Todd Schrade is registered as an investment adviser representative in IL (CRD 5916740), 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 Todd Schrade?

Through Todd'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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