CAPITAL WEST PARTNERS, LLC
SEC RegisteredComplete Wealth Advice
About the firm
Capital West Partners (CWP) was established to create an investment experience that is sound, simple to understand, and transparent. The firm operates as a fee-only, fully independent registered investment advisor with no financial ties to any brokerage firm, mutual fund, or insurance company. CWP offers comprehensive customized portfolio management based on individual client needs and tolerances, serving high net worth individual investors in the southwest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive customized portfolio management, individually customized investment strategies and solutions, asset class and security selection, options strategies where appropriate, and complete wealth advice. The firm operates on a fee-only basis with no commissions earned or accepted.
Who they serve
High net worth individual investors, particularly in the southwest area.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 103 | $284M |
| High Net Worth Individuals | 70 | $15M |
166 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.25% |
| Over $1,000,000 | — |
Data as of January 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL WEST PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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