Investment adviser · CRD 154543
TWO WEST CAPITAL ADVISORS LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Aug 29, 2026
- Regulatory AUM
- $3.89B Form ADV · Item 5.F
- Client accounts
- 650 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 284 | $3,613,202,406 | 92.9% |
| High-net-worth individuals | 90 | $192,082,671 | 4.9% |
| Individuals | 276 | $82,994,165 | 2.1% |
Filing source
Form ADV 2125498 · Aug 29, 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 fundsThe 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: Aug 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
10975 BENSON DRIVE, CORPORATE WOODS, BLDG. 12, STE. 560OVERLAND PARK, KS, 66210, United States
CRD 154543
Filing source
Form ADV 2125498 · Aug 29, 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.