Toro West Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, CO. Its latest Form ADV filing, dated April 2, 2026, reports $246M in regulatory assets under management, 4 employees, and 352 accounts.
Assets Under Management
$246M
Employees
4
Offices
--
Total Clients
21
Primary office
LOUISVILLE, CO
357 MCCASLIN BLVD., SUITE 200, LOUISVILLE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.0% of total clients.
Top client categories% of clientsClients
1
HNWI
81.0%
17
2
Individuals
19.0%
4
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of April 2, 2026
Discretionary67.6%
$166M
68% of total RAUM67.6%
Non-discretionary32.4%
$80M
32% of total RAUM32.4%
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$246M
Total Accounts352
10Y AUM Change+$246M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee5:1
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.