Wealth Manager
    SEC Registered
    Manages Private Funds

    Two West Capital Advisors LLC

    Registered investment advisor · Overland Park, Kansas · CRD #154543

    Assets Under Management
    $3.9B
    Client Accounts
    650
    Employees
    15
    CRD Number
    154543
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Two West Capital Advisors LLC

    Two West Capital Advisors LLC, also known as Two West Advisors, provides investment advisory services, specializing in financial and retirement planning, asset allocation, and portfolio management for clients in the U.S. The firm is based in Overland Park, Kansas, and has around 11 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Two West Capital Advisors LLC

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    Frequently Asked Questions

    What is Two West Capital Advisors LLC's AUM?

    Two West Capital Advisors LLC reports approximately $3.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Two West Capital Advisors LLC headquartered?

    Two West Capital Advisors LLC is headquartered in Overland Park, Kansas.

    What is Two West Capital Advisors LLC's CRD number?

    Two West Capital Advisors LLC's CRD number is 154543. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Two West Capital Advisors LLC manage?

    Two West Capital Advisors LLC manages approximately 650 client accounts according to its latest SEC filing.

    Is Two West Capital Advisors LLC SEC registered?

    Yes, Two West Capital Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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