Toro West Capital Advisors, Llc
SEC-registered
Multi-Family Office · Small ($100M–$1B)
CRD 331265
· SEC file 801-130476
· Louisville, CO
· torowestcapital.com
☆ Save with Pro
ADV data as of Apr 02, 2026
- Regulatory AUM
- $246M
- Discretionary
- $166M
- Clients
- 21
- Avg AUM / client
- $11.7M
- Accounts
- 352
- Employees
- 4
AUM over time
$0
$246M
May 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $2.7M | 1.08% |
| High net worth individuals | 17 | $243M | 98.9% |
| Banking or thrift institutions | 0 | — | — |
| Pension and profit sharing plans | 0 | — | — |
| Charitable organizations | 0 | — | — |
| State or municipal government entities | 0 | — | — |
| Other investment advisers | 0 | — | — |
| Insurance companies | 0 | — | — |
| Sovereign wealth funds and foreign official institutions | 0 | — | — |
| Corporations and other businesses | 0 | — | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chris Matthew Rebich | Co Founder And Managing Partner | Apr 2020 (6y) | 50% – 75% | |
| Jeremy Michael Shevlin | Co Founder And Managing Partner | CFP | Apr 2020 (6y) | 50% – 75% |
| Armstrong, Andy, John | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
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) | 04/02/2026 | 985 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
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $149M (60% of AUM) Apr 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: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗