{
  "crd_number": 157236,
  "slug": "west-advisors-inc-157236",
  "primary_business_name": "WEST ADVISORS, INC.",
  "legal_name": "WEST ADVISORS, INCORPORATED",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-07-29",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 636661966.0,
  "raum_discretionary": 430992.0,
  "raum_non_discretionary": 636230974.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 430992.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 636230974.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157236",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/west-advisors-inc-157236",
  "display_name": "West Advisors, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. West Advisors, Inc. (CRD 157236): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is West Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), West Advisors, Inc. reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does West Advisors, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Is West Advisors, Inc. registered with the SEC or a state?",
      "a": "West Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157236."
    },
    {
      "q": "How much does West Advisors, Inc. manage?",
      "a": "West Advisors, Inc. reports $636,661,966 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (0% discretionary)."
    },
    {
      "q": "How have West Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does West Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (1)."
    },
    {
      "q": "Does West Advisors, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in West Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $568,372,806 to $636,661,966 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 458973384.0,
      "total_employees": 1,
      "filing_date": "2021-02-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 531268002.0,
      "total_employees": 1,
      "filing_date": "2022-02-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 437554668.0,
      "total_employees": 1,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 501006764.0,
      "total_employees": 1,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 568372806.0,
      "total_employees": 1,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 636661966.0,
      "total_employees": 1,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $568,372,806 to $636,661,966 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (professional ad-hoc services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (professional ad-hoc services)"
        ],
        "quotes": [
          "As of December 31, 2025, our standard hourly rate for our professional ad-hoc services was $200 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "professional ad-hoc services"
        }
      ]
    },
    "quotes": [
      "As of December 31, 2025, our standard hourly rate for our professional ad-hoc services was $200 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/west-advisors-inc-157236.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 430992.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 636230974.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157236",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}