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West Advisors, Inc.
Filed as WEST ADVISORS, INC. · Legal name West Advisors, Incorporated
West Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 24, 2026.
Quick answers
From the filingHow is West Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), West Advisors, Inc. reports these compensation arrangements: fixed fees (other than subscription fees).
How much does West Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated February 24, 2026 states: Hourly rate: $200 an hour (professional ad-hoc services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is West Advisors, Inc. registered with the SEC or a state?
West Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157236.
How much does West Advisors, Inc. manage?
West Advisors, Inc. reports $636,661,966 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (0% discretionary).
How have West Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for West Advisors, Inc.: Regulatory assets under management: $458,973,384 in the October 2021 data and $636,661,966 in the October 2026 data, up 39%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does West Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (1).
Does West Advisors, Inc. 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/157236
What changed in West Advisors, Inc.'s recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $568,372,806 to $636,661,966 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $200 an hour (professional ad-hoc services)
The brochure's wording
As of December 31, 2025, our standard hourly rate for our professional ad-hoc services was $200 per hour.
As stated in the firm's Form ADV Part 2A brochure dated February 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$636,661,966 as of October 2026, filing dated February 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- West Advisors, Incorporated
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (15 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $636,661,966 | 1 | February 24, 2026 |
| October 2025 | $568,372,806 | 1 | February 26, 2025 |
| October 2024 | $501,006,764 | 1 | February 22, 2024 |
| October 2023 | $437,554,668 | 1 | March 2, 2023 |
| October 2022 | $531,268,002 | 1 | February 14, 2022 |
| October 2021 | $458,973,384 | 1 | February 24, 2021 |
Regulatory assets under management: $458,973,384 in the October 2021 data and $636,661,966 in the October 2026 data, up 39%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $568,372,806 to $636,661,966 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. West Advisors, Inc. (CRD 157236): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/west-advisors-inc-157236