Lukas Jay Morris
Investment adviser representative at Two West Capital Advisors LLC
23 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
23 years in the industry.
- Two West Capital Advisors LLCOct 2025 to now
- 49 FinancialMay 2025 to Oct 2025
- Fats Bar & GrillJan 2025 to May 2025
- Central Bank of the MidwestMay 2024 to Aug 2024
- Price ChopperJan 2022 to Apr 2023
- Kansas State UniversityAug 2021 to May 2025
- 643 LandscapingJun 2017 to Aug 2023
- MinorAug 2002 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7767736
- Firm CRD
- 154543