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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-29-2011
- Office Locations
- 1
Office Locations
About West Advisors, Inc.
West Capital Advisors is a Utah-based advisory practice led by David West and C. James Bushman, serving pre-retirees, professionals, and business owners. The firm focuses on comprehensive financial planning, retirement income planning, tax-aware retirement strategies, and ongoing wealth management, including real estate and insurance decisions. Both advisors have experience in the Doctors Economic Research Project, emphasizing tax efficiency and risk management.
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Client Personas
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Investment Vehicles
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Owner & Executives
DAVID JEFFERSON WEST
Advisor, Chief Compliance Officer, President
- CRD
- #5906135
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $430,992 | $430,992 |
| Non-Discretionary | $636,230,974 | $42,415,398 |
| Total | $636,661,966 | $39,791,373 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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