# Two West Capital Advisors LLC

> Two West Capital Advisors LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 29, 2026.

- CRD: 154543
- Filed as: TWO WEST CAPITAL ADVISORS LLC
- Also doing business as: GOALPATH SOLUTIONS, STEWART ADVISORY SERVICES, TWO WEST ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: August 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154543
- AdvisorCensus page: https://advisorcensus.com/firm/two-west-capital-advisors-llc-overland-park-ks-154543

## Quick answers

**How is Two West Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Two West Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Two West Capital Advisors LLC charge?**
Its Form ADV Part 2A brochure dated August 29, 2026 states: Flat fee: $1,500 to $15,000 (financial plans, investment plans, and/or individual consultations); Hourly rate: $100 to $300 an hour (financial plans, investment plans, and/or individual consultations); Subscription: $1,000 to $15,000 a year (Ongoing fees depending on the level of service provided). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Two West Capital Advisors LLC located?**
Two West Capital Advisors LLC's principal office is in Overland Park, KS, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Two West Capital Advisors LLC registered with the SEC or a state?**
Two West Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 154543.

**How much does Two West Capital Advisors LLC manage?**
Two West Capital Advisors LLC reports $3,888,279,242 in regulatory assets under management in its Form ADV filing dated August 29, 2026 (96% discretionary).

**How have Two West Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Two West Capital Advisors LLC: Regulatory assets under management: $1,715,869,823 in the October 2021 data and $3,888,279,242 in the October 2026 data, up 127%. Total employees: 22 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Two West Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (284); individuals (other than high net worth individuals) (276); high net worth individuals (90).

**Which custodians does Two West Capital Advisors LLC use?**
Two West Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Two West Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154543

**What changed in Two West Capital Advisors LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 29, 2026)

- Flat fee: $1,500 to $15,000 (financial plans, investment plans, and/or individual consultations)

> Clients may be charged a fixed fee ranging from $1,500 - $15,000 or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of services to be provided.

- Hourly rate: $100 to $300 an hour (financial plans, investment plans, and/or individual consultations)

> Clients may be charged a fixed fee ranging from $1,500 - $15,000 or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of services to be provided.

- Subscription: $1,000 to $15,000 a year (Ongoing fees depending on the level of service provided)

> Ongoing fees can range from $1,000 to $15,000 annually depending on the level of service provided and are billed monthly or quarterly in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,888,279,242
- Discretionary: $3,718,489,851
- Non-discretionary: $169,789,391

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 276 | $82,994,165 |
| High net worth individuals | 90 | $192,082,671 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 284 | $3,613,202,406 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 15 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IA, KS, LA, MA, MO, NC, NY, OK, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Elmira, NY

### Websites listed on Form ADV (Item 1.I)
- [goalpathsoluctions.com](https://goalpathsoluctions.com)
- [stewartadvisory.com](https://stewartadvisory.com)
- [twowestadvisors.com](https://twowestadvisors.com)
- [twowestcompanies.com](https://twowestcompanies.com)
- Facebook @TWOWESTCOMPANIES
- LinkedIn @goalpath-solutions-llc
- LinkedIn @two-west-companies
- X @TWOWESTCOS
- YouTube @UCiFOkAuvGVJwQfim1rP17VQ
- YouTube @UCp1kHSoI2P36TQC2Rb359kw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,715,869,823 | 22 | April 13, 2021 |
| October 2022 | $2,079,972,987 | 16 | August 22, 2022 |
| October 2023 | $2,113,780,226 | 15 | March 10, 2023 |
| October 2024 | $2,760,229,371 | 15 | September 19, 2024 |
| October 2025 | $3,242,615,186 | 14 | March 19, 2025 |
| October 2026 | $3,888,279,242 | 15 | August 29, 2026 |

Regulatory assets under management: $1,715,869,823 in the October 2021 data and $3,888,279,242 in the October 2026 data, up 127%.
Total employees: 22 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $3,242,615,186 to $3,888,279,242 (+20%).
- Employees performing advisory functions went from 14 to 15.

### January 2026
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Two West Capital Advisors LLC (CRD 154543): Form ADV filing data as of October 2026.