RIA Intel›Advisers›Kansas›TWO WEST CAPITAL ADVISORS LLC

TWO WEST CAPITAL ADVISORS LLC

Advisory

N·OVERLAND PARK, KS

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM

$3.9B

1-Year AUM Growth

+30.6%

3-Year CAGR

+18.1%

Employees

15

Assets Under Management

Total AUM$3.9B

Discretionary AUM$3.7B

Non-Discretionary AUM$170M

Discretionary %95.6%

Total Clients579

Team

Total Employees15

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record61

First FilingApr 12, 2012

Latest FilingMar 3, 2026

🔒 Full AUM trend chart and 61 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TWO WEST CAPITAL ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.