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TWO WEST CAPITAL ADVISORS LLC
CRD 154543File 801-76551
APPROVED
Retail clients
Custody
Filing as of Aug 29, 2026
Feed vintage Oct 1, 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://TWOWESTADVISORS.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 579 | 650 | increased by71 |
| Apr 1, 2026 | AUM | $3,242,615,186 | $3,888,279,242 | increased by$645,664,056 |
| Apr 1, 2026 | Accounts | 579 | 650 | increased by71 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 14 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 394 | 579 | increased by185 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,079,972,987 | $3,242,615,186 | increased by$1,162,642,199 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 394 | 579 | increased by185 |
| Apr 1, 2022 | Employees | 22 | 16 | decreased by6 |
| Apr 1, 2022 | Clients | 341 | 394 | increased by53 |
| Apr 1, 2022 | AUM | $1,715,869,823 | $2,079,972,987 | increased by$364,103,164 |
| Apr 1, 2022 | Accounts | 341 | 394 | increased by53 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TWO WEST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TWO WEST” may also match similarly-named firms). Confirm identity against each filing.
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.