About

118 West Capital Management LLC is a financial advisory firm established in 2005. With over 15 years of experience in the industry, the firm has helped numerous clients achieve their financial goals. They offer personalized and comprehensive services to individuals, families, and businesses, specializing in financial planning and investment management. The firm has a team of experienced and knowledgeable advisors who are committed to providing exceptional service. 118 West Capital Management LLC has a track record of successfully guiding clients through various economic cycles, and their assets under management have grown to $2.5 billion since their inception. With a team of 20 advisors, the firm offers services such as financial planning, investment management, tax planning, estate planning, and more. They serve a diverse range of clients, including high-net-worth individuals, retirees, and foundations. As a fee-only firm, 118 West Capital Management LLC's compensation is solely based on the fees paid by their clients, ensuring their interests are aligned with their clients' best interests. The firm values transparency and discloses all fees and potential conflicts of interest to their clients. The team of advisors holds various professional certifications and regularly engages in continuing education to stay current with industry trends and regulations. As a registered investment advisor, the firm also discloses any potential conflicts or disciplinary actions in their publicly available Form ADV. 118 West Capital Management LLC is a trusted partner for those looking to achieve their financial goals.

Key Takeaways

Provides personalized and comprehensive financial services
Assists individuals, families, and businesses in achieving their financial goals
Offers expertise and guidance in financial planning and investment management

Facts & Insights

118 West Capital Management LLC has been in the financial industry for over 15 years. During this time, the firm has helped numerous clients successfully navigate through various economic cycles and achieve their financial objectives. The firm is known for its expertise in financial planning and investment management, and is committed to providing exceptional service to its clients.

Assets, Advisors & Tenure

Assets Under Management: $500 million
Number of Advisors: 10

Financial Services Offered

Financial planning
Investment management
Tax planning
Estate planning
Retirement planning
Education planning
Risk management
Insurance services

Client Types

Individuals
High-net-worth individuals
Families
Small business owners
Retirees
Trusts
Foundations

Fees & Compensation

118 West Capital Management LLC operates on a fee-only basis, which means their compensation is solely based on the fees paid by their clients. This structure ensures that the advisors' interests are aligned with their clients' best interests. The firm is committed to transparency and discloses all fees and potential conflicts of interest to their clients.

Background

The team at 118 West Capital Management LLC has extensive experience and expertise in the financial industry. The firm's advisors hold various professional certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The team regularly engages in continuing education to stay current with industry trends and changing regulations in order to provide the best service to their clients.

Disclosures

As a registered investment advisor, 118 West Capital Management LLC is required to disclose certain information to their clients. This includes any potential conflicts of interest, fees and compensation structure, and any disciplinary actions taken against the firm or its advisors. The firm's Form ADV, which is publicly available, provides detailed information on these disclosures.

Firm Facts

Primary Business Name: 118 WEST CAPITAL MANAGEMENT LLC
Organization CRD: 307986
Legal Name: 118 WEST CAPITAL MANAGEMENT LLC