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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2004
- Office Locations
- 1
Office Locations
About Capital West Partners, LLC
Capital West Partners is a Tucson-based fiduciary RIA providing customized portfolio management and financial planning for individuals, including entrepreneurs. The firm emphasizes transparent, risk-aware investing at attractive valuations and ongoing client education. Portfolios are built largely with ETFs and fixed income (including U.S. government and municipal bonds), and are custodied at Charles Schwab.
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Owner & Executives
JASON C CRANE
Chief Compliance Officer, Registered Representative
- CRD
- #4151762
- Ownership
- 50% but less than 75%
JASON JOHN RUTHER
Managing Partner, Registered Representative
- CRD
- #2767626
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,938,484 | $2,220,695 |
| Non-Discretionary | $49,042,676 | $766,292 |
| Total | $299,981,160 | $1,694,809 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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