Two West Capital Advisors LLC is a large advisory firm based in Overland Park. It manages $1.17 billion of regulatory assets for 463 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Kansas, Missouri, Nebraska, Oklahoma, and Texas.
Two West Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Two West Capital Advisors LLC is $1.17 billion. The firm's AUM has grown by 355% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Two West Capital Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Two West Capital Advisors is pension and profit sharing plans with 133 clients and $1.12 billion of assets under management. Among the 10 most similar advisory firms, Two West Capital Advisors has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.17 billion for 412 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Two West Capital Advisors doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. 17 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Two West Capital Advisors LLC performs its advisory services is located at 10975 Benson Drive, Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 816-708-4700 or by fax 866-296-4311. The normal business hours are 830 - 430 on Monday - Friday. You can find more information about the New York firm at twowestadvisors.com and its LinkedIn profile.