SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Two West Capital Advisors LLC
Overland Park, KS
CRD 154543
Firm filing updated August 29, 2026 ·
- $3.9BAssets
- 650Clients
- 15Advisory staff
- 650Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Pension and profit sharing plans284
- Individuals276
- High net worth individuals90
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 276 | $83.0 million |
| High net worth individuals | 90 | $192.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 284 | $3.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$3.9 billion
- Accounts650
- Discretionary$3.7 billion · 643 accounts
- Non-discretionary$169.8 million · 7 accounts
People
- Employees15
- Advisory staff15
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 154543, SEC file 801-76551.
- Registered with the SEC as an investment advisor (status date on record: May 10, 2012).
Is Two West Capital Advisors LLC a fiduciary?
Short answer: Two West Capital Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.