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
16

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 registered investment adviser formed as an LLC in 2012. The firm acts as a capital allocator for a mix of individual, family and institutional clients, providing financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting and selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees. The firm is not positioned as an ESG-focused manager in public filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

  • MARKO UNGASHICK

    Chief Executive OfficerCRD 4557016

  • JOHN CUSHENBERY

    Chief Investment OfficerCRD 5449663

  • ANDREW MICH

    Chief Operating OfficerCRD 6389150

Contacts

3 of 13

  • KYLE HARRIS

    Planning ConsultantCRD 6289600

  • Stephanie Smith

    Operations ManagerCRD 6924713

  • TIMOTHY JANSEN

    Plan ConsultantCRD 4362074

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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 100

Active vs passive

$193M in ETFs

Passive

41%

$78.6M

Active

55%

$114M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$38.9M791,90620.18%
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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

Intelligence for Private Wealth