CRD: 154543
TWO West Capital Advisors LLC
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 8, 2025 and May 29, 2026, reported AUM increased 19.9%, from $3.2B to $3.9B.
Across 5 reported observations, AUM increased 86.9% between December 3, 2022 and May 29, 2026, from $2.1B to $3.9B.
Of the latest reported AUM, 95.6% is discretionary and 4.4% is non-discretionary.
The firm reports 15 advisory representatives and 650 clients, or 43.3 clients per representative. That equates to $6.0M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on May 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
TWO West Capital Advisors LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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TWO West Capital Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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