MIDAS CAPITAL MANAGEMENT

Overview

Midas Capital Management is an independent, owner-operated advisory firm that serves a mix of individual, family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-assets arrangement with the ability to charge hourly for specific services, which supports both ongoing wealth management and more limited-scope engagements. Investment activity shows a traditional portfolio emphasis with a clear income orientation. Exchange-traded equities are a core holding class and the firm reports a stated preference for fixed-income exposure, suggesting portfolios are constructed to generate yield and manage volatility rather than chase high-growth allocations. Midas also allocates to private-market sources and uses third-party fund managers for alternative strategies, indicating a willingness to supplement public-market exposures with illiquid or opportunistic investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices