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TWO WEST CAPITAL ADVISORS LLC

OVERLAND PARK, KS · CRD 154543 · IAPD ↗ · twowestcompanies.com · 913-825-1722

$3.89BRegulatory AUM
15Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — TWO WEST CAPITAL ADVISORS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
June 2026 — TWO WEST CAPITAL ADVISORS LLC changed its website from stewartadvisory.com to twowestcompanies.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
January 2026 — TWO WEST CAPITAL ADVISORS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — TWO WEST CAPITAL ADVISORS LLC reported RAUM up 31% ($2.11B -> $2.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
February 2024 — TWO WEST CAPITAL ADVISORS LLC notice-filed in IA, LA, MA, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.