Hedge Fund Database

WEST MICHIGAN ADVISORS, LLC

Adviser information for WEST MICHIGAN ADVISORS, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 15
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 10
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,079 $494.8M
Non-Discretionary 0 $0
Total 3,079 $494.8M

Clients

Type Number RAUM
Individuals 1,003 $204.4M
HNW Individuals 107 $286.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $1.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 8 $2.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-120208
SEC ERA File Number 801-120208
SEC CIK Numbers 1909879
SEC CRD Numbers 312073
Legal Entity Identifier None

Principal Office

301 HOOVER BLVD.
SUITE 300
HOLLAND
MI
United States
Monday - Friday, M - TH 8:30AM - 4:30PM F 8:00AM - 4:00 PM
Tel: (616) 820-1040, Fax: 6162059250

Websites

westmichiganadvisors.com www.youtube.com/channel/ucnzplmalsk4qapptfydglkw www.linkedin.com/company/west-michigan-advisors/ www.instagram.com/westmichiganadvisors/ www.facebook.com/west-michigan-advisors-101163191997197

Chief Compliance Officer

LONNY ELFENBEIN
225 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: 5139778330
Fax: 5139778141
(Full email address available in API data)

Regulatory Contact

KEVIN H. CLARK
MANAGING PARTNER
301 HOOVER BLVD.
SUITE 300
HOLLAND
MI
United States
Tel: (616) 820-1040
Fax: (616) 369-0903
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CLARK, KEVIN, HOWARD Individual – MANAGING MEMBER / MANAGING PARTNER 12/2020 5-10%
SMITH, STEPHANIE, LYNN Individual – CLIENT OPERATIONS SPECIALIST 05/2023 < 5%
CLARK, AARON, MICHAEL Individual – MEMBER / PARTNER 02/2021 25-50%
BOSCH, THOMAS, SCOTT Individual – MEMBER/PARTNER 04/2023 10-25%
Elfenbein, Lonny, Scott Individual – CHIEF COMPLIANCE OFFICER 05/2023 < 5%
SYMPHONY GROVE LLC. Domestic Entity – PARTNER 12/2023 25-50%
KDC REVOCABLE LIVING TRUST Domestic Entity SYMPHONY GROVE LLC. PARTNER 12/2023 25-50%
Filippini, Ken Individual KDC REVOCABLE LIVING TRUST TRUSTEE 12/2023

No. Employees, Historic

201002020202120222023202420254 on 12/21/20205 on 2/18/20215 on 3/29/20215 on 5/21/20215 on 5/27/20215 on 8/5/20215 on 8/31/20215 on 11/1/202111 on 3/7/202211 on 3/29/202212 on 6/8/202212 on 7/25/202212 on 8/12/202212 on 11/16/202212 on 1/9/202313 on 2/8/202313 on 2/27/202313 on 4/13/202313 on 5/17/202313 on 5/17/202313 on 5/19/202313 on 7/13/202313 on 7/13/202313 on 7/14/202313 on 10/25/202313 on 12/20/202313 on 1/9/202415 on 3/13/202415 on 3/13/2024

RAUM, Historic

500M250M02020202120222023202420250 on 12/21/20200 on 2/18/20210 on 3/29/2021252924877 on 5/21/2021252924877 on 5/27/2021252924877 on 8/5/2021252924877 on 8/31/2021252924877 on 11/1/2021285761141 on 3/7/2022285761141 on 3/29/2022285761141 on 6/8/2022285761141 on 7/25/2022285761141 on 8/12/2022285761141 on 11/16/2022285761141 on 1/9/2023279823056 on 2/8/2023279823056 on 2/27/2023279823056 on 4/13/2023279823056 on 5/17/2023279823056 on 5/17/2023279823056 on 5/19/2023279823056 on 7/13/2023279823056 on 7/13/2023279823056 on 7/14/2023279823056 on 10/25/2023279823056 on 12/20/2023279823056 on 1/9/2024494777070 on 3/13/2024494777070 on 3/13/2024

No. Clients, Historic

2,0001,00002020202120222023202420250 on 12/21/20200 on 2/18/20210 on 3/29/2021588 on 5/21/2021588 on 5/27/2021588 on 8/5/2021588 on 8/31/2021588 on 11/1/2021632 on 3/7/2022632 on 3/29/2022632 on 6/8/2022632 on 7/25/2022632 on 8/12/2022632 on 11/16/2022632 on 1/9/2023872 on 2/8/2023872 on 2/27/2023872 on 4/13/2023872 on 5/17/2023872 on 5/17/2023872 on 5/19/2023872 on 7/13/2023872 on 7/13/2023872 on 7/14/2023872 on 10/25/2023872 on 12/20/2023872 on 1/9/20241118 on 3/13/20241118 on 3/13/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Abbott Laboratories Common Stock 991K 10K –
Abbvie Inc Common Stock 2M 10K –
Abrdn Australia Equity FD Incorporated Common Stock 51K 12K –
Accenture PLC F Class A Common Stock 494K 2K –
Adobe Incorporated Common Stock 316K 568 –
Advanced Micro Device In Common Stock 329K 2K –
Air Prod & Chemicals Common Stock 2M 8K –
Allspring Income Opportunit Inc Oppty FD Common Stock 80K 12K –
Allstate Corporation Common Stock 363K 2K –
Alpha Architect 1-3 Month Box ETF ETF 431K 4K –
Alphabet Inc. Class A Common Stock 1M 6K –
Alphabet Inc. Class C Common Stock 957K 5K –
Amazon.Com Inc Common Stock 3M 18K –
Amgen Inc. Common Stock 475K 2K –
Amplify CWP Enhanced DIV Inm ETF ETF 13M 327K –
Amplify Intrntnl Enhnc Divi Incm ETF ETF 379K 12K –
Analog Devices Inc Common Stock 562K 2K –
Apple Inc Common Stock 10M 46K –
Applied Matls Incorporated Common Stock 390K 2K –
Ardelyx Incorporated Common Stock 341K 46K –
Astrazeneca PLC F Sponsored ADR Common Stock 458K 6K –
Avalon Advanced Matls Incorporated Com New Common Stock 483 12K –
Bank Of America Corp Common Stock 263K 7K –
Berkshire Hathaway Class B Common Stock 513K 1K –
Best Buy Co Inc Common Stock 4M 42K –
BlackRock Inc Common Stock 412K 523 –
Broadcom Inc Common Stock 4M 2K –
Capital Group Global GRWT Eqy ETF ETF 8M 280K –
Carlisle Companies Incorporated Common Stock 273K 674 –
Caterpillar Common Stock 524K 2K –
Charles River Labs Common Stock 243K 1K –
Chevron Corp. Common Stock 1M 8K –
Chubb LTD F Common Stock 3M 10K –
Cisco Systems Common Stock 2M 53K –
Cme Group Inc Class A Common Stock 2M 10K –
Coca-Cola Common Stock 702K 11K –
Cohen Steers REIT Prefer Fund 318K 16K –
Coherent Corporation Common Stock 287K 4K –
Costco Wholesale Co Common Stock 452K 532 –
Crowdstrike HLDGS Inc Class A Common Stock 349K 910 –
Devon Energy Corp Common Stock 3M 61K –
Direxion Daily Technology Bull 3X Shares ETF 487K 5K –
Duke Energy Corp Common Stock 267K 3K –
Eastman Chemical Co Common Stock 394K 4K –
Eaton Corp PLC F Common Stock 4M 12K –
Eaton Vance Tax-Managed Global Common Stock 106K 13K –
Ecolab Incorporated Common Stock 349K 1K –
Eli Lilly & Company Common Stock 2M 3K –
Emerson Elec Company Common Stock 289K 3K –
Energy Transfer L P LP Common Stock 939K 58K –
Enterprise Products Partners L P Common Stock 794K 27K –
Equinix Inc REIT Common Stock 324K 429 –
ExxonMobil Common Stock 512K 4K –
Fedex Corp Common Stock 355K 1K –
Ferguson PLC New SHS Common Stock 267K 1K –
First TR Enhanced Equity Incom Common Stock 283K 14K –
First Trust Capital Strength ETF ETF 889K 11K –
First Trust Dorsey Wright Focus 5 ETF ETF 310K 5K –
First Trust Growth Strength ETF IV ETF 5M 156K –
First Trust TCW Opportunistic Fi ETF ETF 2M 36K –
First Trust Value Line Dividend Index Fund ETF 234K 6K –
Flexshares Quality Dividend Index Fund ETF 538K 8K –
Flexshares Upstream Natural Idx ETF ETF 608K 15K –
Ford Motor Co Common Stock 230K 18K –
Freeport-Mcmoran Incorporated Class B Common Stock 349K 7K –
FRST TRT Low DTN Opnts ETF IV ETF 308K 6K –
FS Credit Opportunit Fund 1M 159K –
FS KKR Capital Corp Common Stock 847K 41K –
FT Vest US Equity Buffer ETF ETF 377K 8K –
General Electric Company Com New Common Stock 631K 4K –
Gentex Corp Common Stock 62M 2M –
Goldman Sachs BDC Incorporated SHS Common Stock 611K 39K –
Goldman Sachs Group Common Stock 940K 2K –
Hartford MLTFCTR DVLPD MRKTS ETF ETF 564K 20K –
Hartford Multifactor US Eqy ETF ETF 483K 10K –
Hartford Municipal Opportnits ETF ETF 827K 21K –
Hartford Schroders Tax-Aware Bond ETF ETF 263K 14K –
Home Depot Common Stock 2M 6K –
Honeywell Intl Inc Common Stock 705K 3K –
Hubspot Incorporated Common Stock 203K 345 –
Huntington Bancshs Common Stock 5M 362K –
IBM Common Stock 500K 3K –
Illinois Tool Works Common Stock 224K 940 –
Imgp Dbi Managed Futures STRTGY ETF ETF 834K 28K –
Invesco Nasdaq 100 ETF ETF 719K 4K –
Invesco QQQ ETF 648K 1K –
Invesco S&P 500 Quality ETF ETF 4M 64K –
iShares 1-3 Year Treasry Bond ETF ETF 613K 8K –
iShares Biotechnology ETF ETF 275K 2K –
iShares Core S&P Small-Cap ETF ETF 423K 4K –
iShares Core US Aggregate Bond ETF ETF 2M 21K –
iShares Incorporated Core MSCI Emkt ETF 239K 4K –
iShares MSCI USA Min Vol FCTR ETF ETF 793K 9K –
iShares Russell 1000 Growth ETF ETF 2M 5K –
iShares Russell 1000 Value ETF ETF 1M 7K –
iShares TR Core MSCI EAFE ETF 803K 11K –
iShares TR Core S&P MCP ETF ETF 256K 4K –
iShares TR Core S&P500 ETF ETF 594K 1K –
iShares TR Is 1-5 YR In GR CR BD ETF ETF 313K 6K –
iShares TR Rus 2000 GRW ETF ETF 254K 967 –
iShares TR Rus 2000 Val ETF ETF 253K 2K –
iShares TR Rus MD CP GR ETF ETF 215K 2K –
iShares TR Rus MDCP Val ETF ETF 206K 2K –
iShares TRT Is 5-10 Inv GR CR BD ETF ETF 276K 5K –
J P Morgan Exchange-Traded International Resh Enhanced ETF 4M 60K –
J P Morgan Nasdaq EQT PRM Inc ETF IV ETF 9M 157K –
Johnson & Johnson Common Stock 527K 4K –
Johnson Controls Inter F Common Stock 2M 31K –
JP Morgan ETF Trust MKT Expansion Enhanced ETF 3M 61K –
JPMorgan Chase Common Stock 5M 23K –
JPMorgan Core Plus Bond ETF ETF 3M 71K –
JPMorgan Equity Premium Income ETF ETF 3M 58K –
JPMorgan Ultra-Short Income ETF ETF 4M 71K –
Kinross Gold Corp F Common Stock 211K 25K –
Knightscope Incorporated Class A Com Common Stock 4K 12K –
Macatawa BK Corporation Common Stock 236K 16K –
Marathon Oil Corporation Common Stock 281K 10K –
Marathon Pete Corp Common Stock 3M 18K –
Mastercard Inc Class A Common Stock 269K 610 –
McDonalds Common Stock 899K 4K –
Medtronic PLC F Common Stock 675K 9K –
Merck & Co. Inc. Common Stock 5M 43K –
Meta Platforms Inc Class A Common Stock 1M 3K –
Microsoft Common Stock 9M 20K –
Mondelez Intl Class A Common Stock 409K 6K –
Motorola Solutions Common Stock 3M 8K –
Netflix Inc Common Stock 559K 828 –
Nextera Energy Inc Common Stock 2M 35K –
Nvidia Corp Common Stock 8M 65K –
NXP Semiconductors N V Common Stock 469K 2K –
Oracle Corporation Common Stock 881K 6K –
Pacer FDS Trust Metaurus US Large Cap ETF 3M 72K –
Pacer US Cash Cows 100 ETF ETF 559K 10K –
Pacer US Small Cap Cash Cows 100 ETF ETF 494K 11K –
Palantir Technologies Incorporated Class A Common Stock 288K 11K –
Pepsico Inc Common Stock 777K 5K –
Pfizer Common Stock 290K 10K –
PNC Finl Services Common Stock 657K 4K –
Procter & Gamble Common Stock 2M 10K –
Prologis Inc. REIT Common Stock 462K 4K –
ProShares Ultra S&P500 ETF 431K 5K –
Prudential Finl Common Stock 282K 2K –
Qualcomm Incorporated Common Stock 984K 5K –
Raymond James Finl Common Stock 1M 9K –
S&P Global Incorporated Common Stock 451K 1K –
Salesforce Common Stock 418K 2K –
Schwab US Dividend Equity ETF ETF 1M 14K –
SPDR Bloomberg 1 3 MNTH T BLL ETF ETF 9M 95K –
SPDR Gold Shares ETF ETF 453K 2K –
SPDR Portfolio Intermediate Term Corporate Bond ETF ETF 207K 6K –
SPDR S&P 500 ETF ETF 946K 2K –
SPDR S&P Dividend ETF ETF 291K 2K –
Stryker Corporation Common Stock 3M 8K –
T-Mobile US Incorporated Common Stock 430K 2K –
Target Corp Common Stock 414K 3K –
Te Connectivity LTD F Common Stock 357K 2K –
Tesla Motors Common Stock 1M 5K –
Texas Instruments Common Stock 605K 3K –
Thermo Fisher Scientific Incorporated Common Stock 219K 395 –
TJX Companies Incorporated New Common Stock 498K 5K –
Tommys Express Holdings Inc Common Stock 8M 445K –
Tractor Supply Company Common Stock 538K 2K –
Union Pacific Corp Common Stock 3M 11K –
UnitedHealth Group Common Stock 1M 2K –
Valero Energy Corp Common Stock 206K 1K –
Vaneck Long Muni ETF ETF 221K 12K –
Vanguard FTSE All World Ex US ETF ETF 243K 4K –
Vanguard FTSE Developed Markets ETF ETF 897K 18K –
Vanguard High Dividend Yield ETF ETF 287K 2K –
Vanguard Mid Cap ETF ETF 275K 1K –
Vanguard S&P 500 ETF ETF 5M 10K –
Vanguard Tax-Exempt Bond ETF ETF 649K 13K –
Vanguard Total Stock Market ETF ETF 861K 3K –
Verizon Common Stock 4M 104K –
Visa Inc Class A Common Stock 769K 3K –
Wal-Mart Common Stock 3M 46K –
Waste Management Inc Common Stock 264K 1K –
Williams Cos Inc Common Stock 536K 13K –
Yatra Online Incorporated Ord SHS Common Stock 24K 20K –