Two West Capital Advisors LLC
Overland Park, KS·SEC-registered · CRD #154543
Two West Capital Advisors LLC is an SEC-registered investment advisory firm in Overland Park, KS managing $3.9B across 657 client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.9B
Client accounts
657
Advisory staff
15
Fee model
Fee-based
How Two West Capital Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Two West Capital Advisors LLC
How much does Two West Capital Advisors LLC manage?
Per its most recent SEC Form ADV filing (05/29/2026), Two West Capital Advisors LLC reports $3.9B in regulatory assets under management across roughly 657 client accounts.
How does Two West Capital Advisors LLC charge?
Two West Capital Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Two West Capital Advisors LLC a fiduciary?
Yes. Two West Capital Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #154543), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Two West Capital Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Two West Capital Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Two West Capital Advisors LLC's public SEC Form ADV filing (CRD #154543, filed 05/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Two West Capital Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Two West Capital Advisors LLC? Claim this profile.