TWO WEST CAPITAL ADVISORS
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served54-1 YoYRank #339 of mapped providers
Assets under administration$13.4B0.0%Market share · rank #948
Fees received$2MMedian $26,962/planSum across Schedule C direct + indirect
Net wins YoY-14 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical TWO WEST CAPITAL ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where TWO WEST CAPITAL ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 22 | $38,047 | |
Investment management; Other commissionsCode 28 | 9 | $15,918 | |
Investment management; Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 6 | $18,725 | |
Investment advisory (plan); Consulting (general)Code 16 | 4 | $36,335 | |
Contract AdministratorCode 13 | 3 | $29,975 | |
Consulting (pension); Investment advisory (plan); Investment management fees paid directly by plan; Consulting feesCode 17 | 2 | $40,917 | |
Accounting (including auditing)Code 10 | 1 | $32,653 | |
Custodial (securities)Code 19 | 1 | $25,733 |
Competitor overlap
Percent of TWO WEST CAPITAL ADVISORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under TWO WEST CAPITAL ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
COTTEY COLLEGEMO · 440545271-001 | (new plan) | $32M |
BURK ROYALTY CO., LTD.TX · 750938264-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $23M |
PARRISH & COMPANY, INC.TX · 741730530-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $12M |
MONTREAT COLLEGENC · 560543261-001 | TIAA | $10M |
Plans lost in 2024
Appeared last year under TWO WEST CAPITAL ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSKS · 742826278-006 | (new plan) | $3M |
E H SUMMIT, INC DBA LUXE SUNSET BLVD HOTELCA · 954356761-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $38,012 | 4y | 1 |
BLUE BEACON, INC.KS · 480843137-001 | $147M | 3,197 | $79,564 | 9y | 1 |
BROOKSHIRE BROTHERS, INC.TX · 752692839-002 | $134M | 5,139 | $12,982 | 1y | 2 |
SCRIPTPRO LLCKS · 481159505-001 | $110M | 842 | $85,616 | 10y | 1 |
HUDSON AUTOMOTIVE GROUPSC · 823482909-003 | $92M | 3,354 | $38,643 | 4y | - |
COSENTINO SERVICE CORPORATIONKS · 431670009-333 | $88M | 3,516 | $78,408 | 10y | - |
ROCKHURST UNIVERSITYMO · 440545813-001 | $87M | 732 | $42,751 | 4y | - |
ENVIRONMENTAL SCIENCE ASSOCIATESCA · 941698350-002 | $86M | 923 | $91,766 | 6y | 1 |
ADVISORS EXCEL, LLCKS · 202111111-001 | $74M | 1,125 | $57,908 | 3y | - |
UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUISMO · 430652675-001 | $69M | 524 | $62,583 | 5y | 1 |
Flag exposure
87.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into TWO WEST CAPITAL ADVISORS.
- TWO EST CAPITAL ADVISORS
- TWO RIVERS BANK & TRUST
- TWO RIVERS BANK AND TRUST
- TWO SIGMA SPECTRUM FUND
- TWO WEEST CAPITAL ADVISORS
- TWO WEST
- TWO WEST ADVISORS
- TWO WEST CAPITAL
- TWO WEST CAPITAL ADVISOR
- TWO WEST CAPITAL ADVISOR LLC
- TWO WEST CAPITAL ADVISOR, LLC
- TWO WEST CAPITAL ADVISORS
- TWO WEST CAPITAL ADVISORS LLC
- TWO WEST CAPITAL ADVISORS, LLC
- TWO WEST CAPITAL INVESTORS
- TWO WEST CAPTIAL ADVISORORS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for TWO WEST CAPITAL ADVISORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.85% | 7.76% | -5.91 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 18 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 11 | 20.37% | 1.76% | +18.61 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with TWO WEST CAPITAL ADVISORS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).