# Westlake Capital Inc

> Westlake Capital Inc is a state-registered investment advisory firm in Westlake Village, CA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated December 17, 2025.

- CRD: 105473
- Filed as: WESTLAKE CAPITAL INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: December 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/105473
- AdvisorCensus page: https://advisorcensus.com/firm/westlake-capital-inc-westlake-village-ca-105473

## Quick answers

**How is Westlake Capital Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Westlake Capital Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Westlake Capital Inc located?**
Westlake Capital Inc's principal office is in Westlake Village, CA, according to its Form ADV.

**Is Westlake Capital Inc registered with the SEC or a state?**
Westlake Capital Inc is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 105473.

**How much does Westlake Capital Inc manage?**
Westlake Capital Inc reports $47,432,287 in regulatory assets under management in its Form ADV filing dated December 17, 2025 (31% discretionary).

**What types of clients does Westlake Capital Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13).

**Does Westlake Capital Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/105473

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $47,432,287
- Discretionary: $14,702,819
- Non-discretionary: $32,729,468

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 13 | $32,729,468 |
| Charitable organizations | Fewer than 5 | $14,702,819 |

### 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: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westlake Capital Inc (CRD 105473): Form ADV filing data as of October 2026.