Two West Capital Advisors LLC
Two West Capital Advisors LLC, operating as Two West Advisors, is a registered investment adviser founded in 2010 and headquartered in Overland Park, Kansas. The firm provides discretionary and non-discretionary investment management, advisory services, and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, estates, charitable organizations, and businesses. As of March 2025, the firm manages over $3.2 billion in assets and has 14 employees, all of whom are investment professionals. Two West Advisors serves clients across the United States and emphasizes a fiduciary, client-first approach. Services include wealth management for individuals and institutions as well as retirement plan consulting.
Investment Strategy
Two West Advisors bases its investment strategy on Modern Portfolio Theory, emphasizing long-term strategic investing and diversification. The firm aims to align clients’ portfolios with their long-term goals, risk tolerances, and financial circumstances. Investment decisions may be delegated to sub-advisors as appropriate, and the firm provides both discretionary and non-discretionary management depending on client need. Two West does not engage in performance-based fee arrangements and acts strictly as a fiduciary.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 22.69% | $34.6M | 791,943 | $38.04 | $42.36 | +$7.2M |
B BNDW | VANGUARD SCOTTSDALE FDS | 10.03% | $15.3M | 222,097 | $68.63 | $69.33 | +$2.5M |
D DFAC | DIMENSIONAL ETF TRUST | 7.76% | $11.8M | 319,580 | $32.44 | $35.84 | +$1.9M |
D DFAI | DIMENSIONAL ETF TRUST | 6.33% | $9.7M | 274,510 | $30.05 | $34.57 | +$65.4K |
S SCHP | SCHWAB STRATEGIC TR | 5.75% | $8.8M | 329,385 | $25.98 | $26.68 | +$1.8M |