CRD: 154543
TWO West Capital Advisors LLC
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-20-2010
- Office Locations
- 2
Office Locations
About TWO West Capital Advisors LLC
Two West Capital Advisors is an RIA offering financial planning and retirement plan consulting for individuals and organizations. The firm emphasizes asset-allocation portfolios and tax-efficient strategies, typically implemented with mutual funds and ETFs. It serves retail and institutional relationships and primarily custodies with Charles Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN VERNON CUSHENBERY
Chief Compliance Officer, Chief Investment Officer, Founder, Manager
- CRD
- #5449663
- Ownership
- Less than 5%
RYAN KENT RINK
Manager, President
- CRD
- #4459580
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MICHAEL TIMOTHY CURRAN
Consultant
- CRD
- #5886001
SCOTT AUSTIN EGGERS
Financial Advisor, General Partner
- CRD
- #5456535
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,718,489,851 | $5,783,032 |
| Non-Discretionary | $169,789,391 | $24,255,627 |
| Total | $3,888,279,242 | $5,981,968 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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