{"url":"https://nivawealth.com/firms/toro-west-capital-advisors-331265","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331265","regulatoryAum":245672052,"crd":"331265","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4331972","suffix":null,"lastName":"REBICH","firstName":"CHRIS","middleName":"MATTHEW"},{"crd":"4839266","suffix":null,"lastName":"SHEVLIN","firstName":"JEREMY","middleName":"MICHAEL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-05-15","regulatoryAum":0,"clients":0,"employees":4,"offices":1},{"filedOn":"2025-04-14","regulatoryAum":208315075,"clients":24,"employees":4,"offices":1},{"filedOn":"2026-04-02","regulatoryAum":245672052,"clients":21,"employees":4,"offices":1}],"secFileNumber":"801-130476","legalName":"Toro West Capital Advisors, LLC","displayName":"Toro West Capital 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than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":25},{"label":"Non-exchange-traded equity securities","percent":5},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":28},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":28},{"label":"Cash and cash equivalents","percent":12}],"privateFunds":0},"sources":{"adv1FilingDate":"2 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331265/PDF/331265.pdf","brochureDate":"31 March 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Toro West Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Toro West Capital Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Toro West Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Toro West Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Toro West Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Toro West Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Toro West Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Toro West Capital Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}