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TORO WEST CAPITAL ADVISORS
Legal name: TORO WEST CAPITAL ADVISORS, LLC
CRD 331265File 801-130476
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$245.7M
Below cohort median (national)
Discretionary AUM
$166.2M
Non-discretionary $79.5M
Clients
21
352 accounts
Employees
4
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 14, 2024
- Principal office
- 357 MCCASLIN BLVD., SUITE 200, LOUISVILLE, CO, 80027
- Phone
- 720-319-8517
- Website
- https://torowestcapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $245.7M
- Discretionary AUM
- $166.2M
- Non-discretionary AUM
- $79.5M
- Discretionary accounts
- 121
- Non-discretionary accounts
- 231
- Total accounts
- 352
- AUM per client
- $11.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 17 | $243.0M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 4 | $2.7M |
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 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.