← Directory
TWO WEST CAPITAL ADVISORS LLC
CRD 154543File 801-76551
APPROVED
Retail clients
Custody
Filing as of May 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.89B
Top 25% of cohort (national)
Discretionary AUM
$3.72B
Non-discretionary $169.8M
Clients
650
650 accounts
Employees
15
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 10, 2012
- Principal office
- 10975 BENSON DRIVE, CORPORATE WOODS, BLDG. 12, STE. 560, OVERLAND PARK, KS, 66210
- Phone
- 913-825-1722
- Website
- HTTP://TWOWESTCOMPANIES.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.89B
- Discretionary AUM
- $3.72B
- Non-discretionary AUM
- $169.8M
- Discretionary accounts
- 643
- Non-discretionary accounts
- 7
- Total accounts
- 650
- AUM per client
- $6.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $192.1M |
| Pension and profit sharing plans | 284 | $3.61B |
| Individuals (other than high net worth individuals) | 276 | $83.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

