West Advisors, Incorporated
● SEC registered since 2011CRD 157236SEC# 801-72579
Reg. AUM
$636.7M
Employees
1
Accounts
16
Location
—
West Advisors, Incorporated assets under management
West Advisors, Incorporated is an SEC-registered investment adviser. The firm has been registered since 2011. It reports $636.7 million in regulatory assets under management and employs 1 people.
West Advisors, Incorporated owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jefferson West Control | President, Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does West Advisors, Incorporated manage?
West Advisors, Incorporated reports $636.7 million in regulatory assets under management on its Form ADV.
How many employees does West Advisors, Incorporated have?
West Advisors, Incorporated reports 1 employees.
Does West Advisors, Incorporated disclose fund performance?
West Advisors, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 317-627-1083 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$636.7M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$636.7Mregulatory AUM
Discretionary $431KNon-discretionary $636.2M