OVERLAND PARK, KSCRD 154543Latest ADV March 3, 2026
Two West Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 3, 2026, reports $3.9B in regulatory assets under management, 15 employees, 1 office, and 650 accounts.
Assets Under Management
$3.9B
Employees
15
Offices
1 office
Total Clients
650
Primary office
OVERLAND PARK, KS
10975 BENSON DRIVE, CORPORATE WOODS, BLDG. 12, STE. 560, OVERLAND PARK, KS, United States
Top client segmentPension Plans represent 43.7% of total clients.
Top client categories% of clientsClients
1
Pension Plans
43.7%
284
2
Individuals
42.5%
276
3
HNWI
13.8%
90
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 3, 2026
Discretionary95.6%
$3.7B
96% of total RAUM95.6%
Non-discretionary4.4%
$170M
4% of total RAUM4.4%
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.
Total AUM$3.9B
Total Accounts650
10Y AUM Change+$3.0B (+345.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee43:1
10Y Employee Change-4 (-21.1%)
* 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.