# West Advisors, Inc.

> 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.

- CRD: 157236
- Filed as: WEST ADVISORS, INC.
- Legal name: West Advisors, Incorporated
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157236
- AdvisorCensus page: https://advisorcensus.com/firm/west-advisors-inc-157236

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Hourly rate: $200 an hour (professional ad-hoc services)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $636,661,966
- Discretionary: $430,992
- Non-discretionary: $636,230,974

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $430,992 |
| High net worth individuals | 15 | $636,230,974 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $458,973,384 | 1 | February 24, 2021 |
| October 2022 | $531,268,002 | 1 | February 14, 2022 |
| October 2023 | $437,554,668 | 1 | March 2, 2023 |
| October 2024 | $501,006,764 | 1 | February 22, 2024 |
| October 2025 | $568,372,806 | 1 | February 26, 2025 |
| October 2026 | $636,661,966 | 1 | February 24, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $568,372,806 to $636,661,966 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Advisors, Inc. (CRD 157236): Form ADV filing data as of October 2026.