# West Tower Group, LLC

> West Tower Group, LLC is an SEC-registered investment advisory firm in Richmond, VA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 323520
- Filed as: WEST TOWER GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323520
- AdvisorCensus page: https://advisorcensus.com/firm/west-tower-group-llc-richmond-va-323520

## Quick answers

**How is West Tower Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), West Tower Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is West Tower Group, LLC located?**
West Tower Group, LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is West Tower Group, LLC registered with the SEC or a state?**
West Tower Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323520.

**How much does West Tower Group, LLC manage?**
West Tower Group, LLC reports $146,204,838 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have West Tower Group, LLC's assets and staff changed since 2023?**
In the Form ADV data for West Tower Group, LLC: Regulatory assets under management: $454,046,352 in the October 2023 data and $146,204,838 in the October 2026 data, down 68%. Total employees: 20 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does West Tower Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does West Tower Group, 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/323520

**What changed in West Tower Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 5 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $146,204,838
- Discretionary: $146,204,838
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $146,204,838 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westtowergroup.com
- LinkedIn @west-tower-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $454,046,352 | 20 | June 27, 2023 |
| October 2024 | $384,172,036 | 9 | July 16, 2024 |
| October 2025 | $173,564,009 | 10 | June 25, 2025 |
| October 2026 | $146,204,838 | 8 | September 23, 2026 |

Regulatory assets under management: $454,046,352 in the October 2023 data and $146,204,838 in the October 2026 data, down 68%.
Total employees: 20 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 5 to 3.

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $173,564,009 to $142,029,046 (-18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Tower Group, LLC (CRD 323520): Form ADV filing data as of October 2026.