Investment adviser · CRD 331265

TORO WEST CAPITAL ADVISORS

Investment adviser filing (IA)

TORO WEST CAPITAL ADVISORS, LLC

LOUISVILLE, CO, United States · Form ADV filed Apr 2, 2026

Regulatory AUM: $246M
Client accounts: 352
Employees: 4
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	17	$243,020,718	98.9%
Individuals	4	$2,651,334	1.1%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2091188 · Apr 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 2, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

357 MCCASLIN BLVD., SUITE 200
LOUISVILLE, CO, 80027, United States

CRD 331265

Filing source

Form ADV 2091188 · Apr 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.