Kyle Edward Harris
Investment adviser representative at Two West Capital Advisors LLC
12 yearsExperience
1 stateRegistered in
$3.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Two West Capital Advisors LLCOct 2022 to now
- TIAAJan 2014 to Oct 2022
- TIAA-CREF Individual & Institutional Services, LLCJan 2014 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
Two West Capital Advisors LLC
$3.9BAssets managed
650Clients
16Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6289600
- Firm CRD
- 154543