Capital West Partners, LLC

Capital West Partners, LLC is a privately owned limited liability company founded in 2004 by Jason C. Crane, CFA, and Jason J. Ruther. The firm is registered as an investment adviser with the U.S. Securities and Exchange Commission. Capital West Partners offers customized asset management services on a discretionary or non-discretionary basis, tailored to clients' investment goals, risk tolerance, and financial information. The firm manages client assets totaling $275,248,561 as of 12/31/2024, with discretionary assets amounting to $252,965,518 and non-discretionary assets at $22,283,043. For advisory services, Capital West Partners charges fees based on a percentage of total assets under management, with annual fees billed quarterly in arrears. The firm also offers financial consulting services at an hourly rate of $150. Clients typically require a minimum account size of $100,000 to establish an investment management relationship, which may be combined for family accounts. The firm's investment strategies include equity securities, fixed income securities, mutual funds, exchange-traded funds, and other types of investments based on client preferences and risk tolerance. Capital West Partners acts as a fiduciary, placing clients' interests ahead of the firm's, and reviews client accounts quarterly, providing written reports detailing performance. The firm does not have any disciplinary history to disclose and does not charge performance-based fees. Clients have the option to grant discretionary or non-discretionary authority to the firm, with the ability to impose restrictions on their accounts. Additionally, the firm participates in the institutional advisor program offered by Charles Schwab & Co., providing various benefits to clients.