Capital West Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated January 13, 2026, reports $300M in regulatory assets under management, 3 employees, and 177 accounts.
Assets Under Management
$300M
Employees
3
Offices
--
Total Clients
173
Primary office
TUCSON, AZ
6842 E. TANQUE VERDE ROAD, SUITE C, TUCSON, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
103
2
HNWI
40.5%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of January 13, 2026
Discretionary83.7%
$251M
84% of total RAUM83.7%
Non-discretionary16.3%
$49M
16% of total RAUM16.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$300M
Total Accounts177
10Y AUM Change+$152M (+102.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.