Two West Capital Advisors LLC
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
FINTRXOverview
Two West Capital Advisors LLC is an independent RIA organized as an LLC that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides fee-based financial planning and portfolio management for individuals, small businesses, and institutions, and offers pension consulting and selection-of-other-advisers services. Two West is registered with the SEC (registered in 2012). Its client-fee mix includes percentage-of-AUM and fixed-fee arrangements. Two West acts as an intermediary between clients and external managers when appropriate: the firm identifies and selects outside advisers and third-party managers to implement parts of client portfolios, consistent with its stated role as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities28%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3
John Cushenbery
Chief Investment OfficerCRD 5449663
Andrew Mich
Chief Operating OfficerCRD 6389150
Marko Ungashick
Chief Executive OfficerCRD 4557016
Contacts
3 of 15
Michael Curran
Plan ConsultantCRD 5886001
Timothy Jansen
Plan ConsultantCRD 4362074
Ryan Rink
PresidentCRD 4459580
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$206M in ETFs
40%
$83.2M
53%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $41.3M | 786,944 | 20.01% |
Location
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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