Capital West Partners, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 130762
· SEC file 801-62859
· Tucson, AZ
· WWW.CAPITALWESTPARTNERS.COM
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ADV data as of Jan 13, 2026
- Regulatory AUM
- $300M
- Discretionary
- $251M
- Clients
- 173
- Avg AUM / client
- $1.7M
- Accounts
- 177
- Employees
- 3
AUM over time
$123M
$300M
Jan 24, 2012
Jan 13, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 103 | $284M | 94.8% |
| High net worth individuals | 70 | $15.5M | 5.16% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason C Crane | Managing Partners/ Chief Compliance Officer | CFA | Feb 2004 (23y) | 50% – 75% |
| Jason John Ruther | Managing Partner | Feb 2004 (23y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/13/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 13, 2026.
View current Form ADV (SEC/IAPD) ↗