Toro West Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Toro West Capital Advisors reports 21 clients. They include 17 high-net-worth individuals and 4 individual clients. Of its assets, 67.6% ($166M across 121 accounts) are managed with discretion; $79.5M across 231 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 19% | 1% |
| High-net-worth individuals | 81% | 99% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 0% | 0% |
| Charitable organizations | 0% | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4 | $2.65M | 1.1% | $663K |
| High-net-worth individuals | 17 | $243M | 98.9% | $14.3M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Total | 21 | $246M | 100% | — |
- Clients
- 4
- Regulatory AUM
- $2.65M
- AUM share
- 1.1%
- Avg. per client
- $663K
- Clients
- 17
- Regulatory AUM
- $243M
- AUM share
- 98.9%
- Avg. per client
- $14.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 21
- Regulatory AUM
- $246M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Toro West Capital Advisors charges 0.65%–0.95% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and has a $25,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$10M | 0.95% |
| $10M–$30M | 0.85% |
| $30M–$50M | 0.75% |
| $50M and above | 0.65% |
Fee details and sources
Chris Rebich owns 50% to 75% of Toro West Capital Advisors. The leadership team of Toro West Capital Advisors includes Chief Compliance Officer Andy Armstrong. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Toro West Capital Advisors, LLC
Chris Rebich
Control person · since April 2020
- Owns 50% to 75% of Toro West Capital Advisors, LLC
Jeremy Shevlin
Control person · since April 2020
Toro West Capital Advisors’ regulatory assets grew Infinity× from $0 (May 2024) to $246M (April 2026); employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $246M | 21 | 4 | 1 |
| Apr 2025April 2025 | $208M | 24 | 4 | 1 |
| May 2024May 2024 | $0 | 0 | 4 | 1 |
Besides its headquarters, Toro West Capital Advisors has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 357 McCaslin BLVD., Suite 200, LouisvilleHQ
Contact and registration details
- Legal name
- Toro West Capital Advisors, LLC
- Headquarters
- 357 McCaslin BLVD., Suite 200, Louisville, CO 80027
- Website
- torowestcapital.com
- Phone
- 720-319-8517
- @toro-west-capital-advisors
- SEC file
- 801-130476
- Structure
- Colorado LLC
- Fiscal year end
- December
Toro West Capital Advisors’ named custodian for separately managed accounts is Charles Schwab ($149M). Toro West Capital Advisors has custody of $71M for 27 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $149M100%
At year end, Toro West Capital Advisors’ separately managed accounts were mostly in funds (56%) and stocks (30%).
What the accounts hold
- Stocks30%
- Exchange-traded equities25%
- Non-exchange-traded equities5%
- Funds56%
- Registered funds28%
- Pooled vehicles28%
- Bonds7%
- High-yield corporate bonds4%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash12%
How many clients does Toro West Capital Advisors have?
Toro West Capital Advisors has 21 clients and manages $246 million for them, as of April 2026. They include 17 high-net-worth individuals and 4 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does Toro West Capital Advisors offer?
Toro West Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Toro West Capital Advisors charge?
Toro West Capital Advisors charges 0.65%–0.95% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and has a $25,000 annual minimum.
Source: TORO WEST CAPITAL ADVISORS ADV PART 2A 5-2024, filed 31 March 2026
Which custodians does Toro West Capital Advisors use?
Toro West Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026
How many financial advisors does Toro West Capital Advisors have?
Toro West Capital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Toro West Capital Advisors invest in?
At the end of its last fiscal year, Toro West Capital Advisors’ separately managed accounts held 28% registered funds (mutual funds, ETFs, BDCs), 28% pooled vehicles (private funds and similar), 25% exchange-traded equities, 12% cash and equivalents, 5% non-exchange-traded equities, 4% high-yield corporate bonds, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Toro West Capital Advisors?
Toro West Capital Advisors’ direct owners are Chris Rebich (50% to 75%) and Jeremy Shevlin (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does Toro West Capital Advisors get paid?
Toro West Capital Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Toro West Capital Advisors?
Toro West Capital Advisors’ main office is at 357 McCaslin BLVD., Suite 200, Louisville, CO 80027. Its phone number is 720-319-8517. Its website is torowestcapital.com.
