Two West Capital Advisors LLC

RIASEC RegisteredEst. 2012
Total AUM
$3.9B
Discretionary
$3.7B
96% of AUM
Avg account
$6M
Accounts
650
Employees
15
Advisory reps
18

Firm details

Headquarters
Overland Park, Kansas
CRD number
154543
Registered since
May 10, 2012
Website
twowestadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans92.93%
  • HNWI4.94%
  • Individuals2.13%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Two West Capital Advisors LLC is an independent SEC-registered investment adviser organized as an LLC and operating since 2012. The firm serves both individual/family and institutional clients and acts as a capital allocator, offering financial planning and portfolio management for individuals, small businesses and institutions. Its advisory services also include pension consulting and selection of other advisers. Compensation is a mix of percentage-of-AUM and fixed fees. Two West does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 28%, Cash & Cash Equivalents 8%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents8%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • John Cushenbery

    John Cushenbery

    Chief Investment OfficerCRD 5449663

  • Andrew Mich

    Andrew Mich

    Chief Operating OfficerCRD 6389150

  • Marko Ungashick

    Marko Ungashick

    Chief Executive OfficerCRD 4557016

Contacts

3 of 15
  • Michael Curran

    Michael Curran

    Plan ConsultantCRD 5886001

  • Timothy Jansen

    Timothy Jansen

    Plan ConsultantCRD 4362074

  • Ryan Rink

    Ryan Rink

    PresidentCRD 4459580

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 107

Active vs passive

$206M in ETFs

Passive

40%

$82.2M

Active

55%

$124M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$40.6M790,43919.66%
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Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
10975 Benson Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

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