CAPITAL WEST PARTNERS, LLC

Overview

Capital West Partners, LLC is an independent, individual-owned registered investment adviser that has been operating since 2004. The firm serves primarily individuals and families and positions itself as a capital allocator — constructing portfolios directly and selecting outside managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, which signals a hybrid approach combining in-house portfolio work with outsourced manager relationships. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Investment preferences show a tilt toward fixed-income solutions while still maintaining a substantial allocation to exchange-traded equities. The firm is not active on ESG investing and is not set up as a multi-state adviser, suggesting a more regionally concentrated client base and compliance footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices