Two West Capital Advisors Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 154543
· SEC file 801-76551
· Overland Park, KS
· www.youtube.com
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ADV data as of May 29, 2026
- Regulatory AUM
- $3.9B
- Discretionary
- $3.7B
- Clients
- 650
- Avg AUM / client
- $6.0M
- Accounts
- 650
- Employees
- 15
AUM over time
$258M
$3.9B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 276 | $83.0M | 2.13% |
| High net worth individuals | 90 | $192M | 4.94% |
| Pension and profit sharing plans | 284 | $3.6B | 92.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marko Damian Ungashick | Manager | Jul 2010 (16y) | ≈ 18.75% – 50% via Ram Ventures Llc | |
| Ryan Kent Rink | Manager | Jul 2010 (16y) | ≈ 18.75% – 50% via Ram Ventures Llc | |
| John Vernon Cushenbery | Manager, Chief Investment Officer, Chief Compliance Officer | CFA | Jul 2014 (12y) | ≈ 18.75% – 50% via Ram Ventures Llc |
| Chene, David, Kennedy | Elected Manager Of Sanctuary Wealth Group, Llc | Jun 2022 (4y) | GP / trustee / elected manager of Sanctuary Wealth Group Llc (indirect) | |
| Dickson, James, R | Elected Manager Of Sanctuary Wealth Group, Llc | Jun 2022 (4y) | GP / trustee / elected manager of Sanctuary Wealth Group Llc (indirect) | |
| Didden, James, Matthew | Elected Manager Of Sanctuary Wealth Group, Llc | Jun 2022 (4y) | GP / trustee / elected manager of Sanctuary Wealth Group Llc (indirect) | |
| Guiati, Massimo | Elected Manager Of Sanctuary Wealth Group, Llc | Jun 2022 (4y) | GP / trustee / elected manager of Sanctuary Wealth Group Llc (indirect) | |
| Christopher Robert Ratigan | Registered representative | CFP | Aug 2011 (15y) | |
| Ronald Earl Woelk | Registered representative | Chartered Financial Consultant | May 2012 (14y) | |
| Andrew J Mich | Registered representative | CFP | Oct 2014 (12y) | |
| Michael Timothy Curran | Registered representative | Jan 2015 (12y) | ||
| Timothy D Jansen | Registered representative | CFP | Feb 2020 (6y) | |
| Bryan D Montemurro | Registered representative | CFP | Jun 2020 (6y) | |
| Gregory David Stewart | Registered representative | CFP Chartered Financial Consultant | Jul 2020 (6y) | |
| Amber Kanzenbach | Registered representative | CFP | May 2022 (4y) | |
| Stephanie Marie Smith | Registered representative | Sep 2022 (4y) | ||
| Scott Austin Eggers | Registered representative | Oct 2022 (4y) | ||
| Kyle Edward Harris | Registered representative | Nov 2023 (3y) | ||
| Benton Kiesling | Registered representative | Nov 2025 (1y) | ||
| Lukas Jay Morris | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ram Ventures Llc | Member | Jul 2010 | A | 75% or more |
| Sanctuary Wealth Group Llc | Member | Jul 2022 | A | 10% – 25% |
| Azimut Uk Holdings Ltd. | Owner | Jun 2022 | B | ≈ 3.75% – 18.75% via Az Us Holdings Inc. |
| Azimut Holdings S.P.A | Owner | Jun 2022 | B | ≈ 2.81% – 18.75% via Azimut Uk Holdings Ltd. |
| Az Us Holdings Inc. | Member Class A Units | Jun 2022 | B | ≈ 5% – 18.75% via Sanctuary Wealth Group Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Marko Damian Ungashick: 25% – 50% of Ram Ventures Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Ryan Kent Rink: 25% – 50% of Ram Ventures Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- John Vernon Cushenbery: 25% – 50% of Ram Ventures Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Azimut Uk Holdings Ltd.: 75% – 100% of Az Us Holdings Inc. × 50% – 75% of Sanctuary Wealth Group Llc × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Azimut Holdings S.P.A: 75% – 100% of Azimut Uk Holdings Ltd. × 75% – 100% of Az Us Holdings Inc. × 50% – 75% of Sanctuary Wealth Group Llc × 10% – 25% direct ≈ 2.81% – 18.75% of the firm
- Az Us Holdings Inc.: 50% – 75% of Sanctuary Wealth Group Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
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.
Retirement plans served (38)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| 403(b) Thrift Plan Of Lutheran Child And Family Services Of Illinois | Lutheran Child And Family Services Of Illinois | 466 | $12.8M | 07/01/2024 |
| Corban University Defined Contribution Retirement Plan | Corban University | 120 | $15.1M | 07/01/2024 |
| Rockhurst University Retirement Savings Plan | Rockhurst University | 360 | $87.4M | 07/01/2024 |
| Judson University Retirement Plan | Judson University | 124 | $17.7M | 06/01/2024 |
| Brookshire Brothers Ksop | Brookshire Brothers, Inc. | 3,030 | $134M | 04/28/2024 |
| Northwestern College 403(b) Dc Plan | Northwestern College | 296 | $48.6M | 01/01/2024 |
| Nextpage 401(k) Profit Sharing Plan | Nextpage | 139 | $11.9M | 01/01/2024 |
| Cogent, Inc. Profit Sharing 401(k) Plan | Cogent, Inc. | 279 | $34.4M | 01/01/2024 |
| Cottey College Dc Retirement Plan | Cottey College | 238 | $31.8M | 01/01/2024 |
| Westminster School 403(b) Dc Plan | Westminster School | 91 | $13.2M | 01/01/2024 |
| Bartlett & West, Inc. 401(k) Profit Sharing Plan | Bartlett & West, Inc. | 480 | $55.6M | 01/01/2024 |
| Brr Architecture, Inc. Profit Sharing 401(k) Plan | Brr Architecture, Inc. | 294 | $40.8M | 01/01/2024 |
| Mazuma Credit Union 401(k) Success Sharing Plan | Mazuma Credit Union | 272 | $22.5M | 01/01/2024 |
| Art Supply Enterprises, Inc. 401(k) Profit Sharing Plan | Art Supply Enterprises, Inc. | 188 | $19.5M | 01/01/2024 |
| Acendas Llc Savings Plan | Acendas Llc | 77 | $8.8M | 01/01/2024 |
| Breckinridge Health, Inc, 403(b) Plan | Breckinridge Health, Inc. | 292 | $4.7M | 01/01/2024 |
| University Of Health Sciences And Pharmacy In St. Louis Defined Contribution Plan | University Of Health Sciences And Pharmacy In St. Louis | 239 | $69.4M | 01/01/2024 |
| Ninnescah Valley Health Systems Retirement Plan | Ninnescah Valley Health Systems Dba Kingman Healthcare Center | 85 | $6.2M | 01/01/2024 |
| Advisors Excel, Llc 401(k) P/S Plan | Advisors Excel, Llc | 995 | $73.8M | 01/01/2024 |
| Linc 401(k) Retirement/Savings Plan | Greater K.C. Linc, Inc | 229 | $12.7M | 01/01/2024 |
| Parrish & Company 401(k) Plan | Parrish & Company, Inc. | 128 | $11.5M | 01/01/2024 |
| Dakota Wesleyan University Defined Contribution Plan | Dakota Wesleyan University | 149 | $19.0M | 01/01/2024 |
| Kansas City Care Clinic Retirement Plan | Kansas City Care Clinic | 204 | $6.4M | 01/01/2024 |
| William Penn University 403(b) Dc Plan | William Penn University | 165 | $28.2M | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
Top 25 of 38 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 992 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $139M (4% of AUM) May 2026
- Fidelity Brokerage Services $74.6M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗