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TWO WEST CAPITAL ADVISORS LLC
CRD 154543 · SEC 801-76551
10975 BENSON DRIVE, CORPORATE WOODS, BLDG. 12, STE. 560, OVERLAND PARK, KS, 66210, United States
Phone
913-825-1722
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.89B
Discretionary AUM
$3.72B
Team
15 total employees; 15 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $83.0M |
| High net worth individuals | 90 | $192.1M |
| Pension/profit sharing plans | 284 | $3.61B |
States served
CA, IA, KS, LA, MA, NY, NC, OK, PA, MO, TX, FL
All web addresses on file
- HTTP://TWOWESTCOMPANIES.COM
- http://goalpathsoluctions.com
- HTTP://TWOWESTADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/TWOWESTCOMPANIES/
- HTTPS://TWITTER.COM/TWOWESTCOS?LANG=EN
- https://www.linkedin.com/company/two-west-companies/
- https://www.youtube.com/channel/UCp1kHSoI2P36TQC2Rb359kw
- https://www.linkedin.com/company/goalpath-solutions-llc/
- https://www.youtube.com/channel/UCiFOkAuvGVJwQfim1rP17VQ
- https://www.stewartadvisory.com/
Official SEC filing: View on IAPD