Bradley Thomas

Financial advisor at Midwest Capital Advisors, LLC · Grand Rapids, MI

Last updated 2026-10-10

Bradley Thomas is a financial advisor at Midwest Capital Advisors, LLC in Grand Rapids, MI, CRD 7146147. Licenses and exams on the registration: Series 66. IAPD registration began 2019-09-16.

Registration

CRD number: 7146147
Registration status: Active
IAPD registration: 2019-09-16
Industry Experience: 7 years
Work Experience: 13 years
States registered: MI

Licenses and exams

Series 66

Designations

CFP®

Work history

2017-01 to 2019-06 · Lisa Sands State Farm Agency · Marshall, MI
2015-08 to 2019-05 · Olivet College · Olivet, MI
2013-08 to 2017-01 · Tim Hortons · Battle Creek, MI
2021-06 to 2023-03 · Charles Schwab & Co Inc · Grand Rapids, MI
2021-06 to 2023-03 · Charles Schwab Bank, Ssb · Grand Rapids, MI
2021-02 to 2021-05 · Unemployed · Grand Rapids, MI
2019-06 to 2021-01 · TD Ameritrade · Grandville, MI
2023-04 to 2025-07 · Jpmorgan Chase Bank NA · Grand Rapids, MI
2023-04 to 2025-07 · Jpmorgan Securities LLC · Grand Rapids, MI
2025-07 to Present · Midwest Capital Advisors, LLC · Grand Rapids, MI

Current employment

Midwest Capital Advisors, LLC · Grand Rapids, MI

SEC IAPD record for Bradley Thomas

Midwest Capital Advisors, LLC

Regulatory AUM: $1,356,576,318
Registered advisors: 8
Offices: 2
Clients per advisor: 42.1 (Low)
Average AUM per client: $4M (Moderate)
High-net-worth client ratio: 37.1% (Moderate)

Midwest Capital Advisors, LLC: advisors, services and reported ETF investments

About

Bradley Thomas is a CFP® financial advisor at Midwest Capital Advisors, LLC in Grand Rapids, MI. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 13 years of reported work history. Reported roles include Jpmorgan Chase Bank NA, Jpmorgan Securities LLC, Charles Schwab & Co Inc, Charles Schwab Bank, Ssb, among others.

Midwest Capital Advisors, LLC's firm-level Form ADV reports 8 advisors across 2 offices; approximately 42.1 clients per advisor, average assets per client of $4,025,449, and regulatory AUM of $1.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $236.9M across 88 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bradley Thomas personally.

Reported ETF positions

Midwest Capital Advisors reports 88 ETF positions worth $236.9M on Form 13F; the largest are listed.

Largest ETF positions reported by Midwest Capital Advisors
Fund	Reported value
SCHG — Schwab U.S. Large-Cap Growth ETF	$58.9M
CORO — iShares International Country Rotation Active ETF	$27.3M
DYNF — iShares U.S. Equity Factor Rotation Active ETF	$23.5M
BAI — iShares A.I. Innovation and Tech Active ETF	$12.4M
GOVT — iShares U.S. Treasury Bond ETF	$11.7M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Noteworthy reported investments

Midwest Capital Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$23.5M	Top 99.8%	Peer conviction 86.8% · Active return +4.88%
Addressable Market	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$23.5M	Top 99.9%	Addressable AUM $14.9T · Peer conviction 86.8%
Residual Alpha	CORO — iShares International Country Rotation Active ETF	$27.3M	Top 99.8%	Residual alpha +5.96% · Residual Sharpe 0.24
Diversification Benefits	IALT — iShares Systematic Alternatives Active ETF	$5.4M	Top 99.4%	Replicability (R²) 33.8% · Residual Sharpe 1.52

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Midwest Capital Advisors, LLC on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Businesses or Institutional Clients
Pension Consulting Services
Educational Seminars or Workshops

Fee options

Percentage of Assets Under Management
Fixed Fees (Other Than Subscription)

Location

688 Cascade West Parkway SE, Grand Rapids, MI 49546

5 advisors at this office.

Midwest Capital Advisors office in Grand Rapids, MI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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