SourcingSourcing

CAPITAL WEST PARTNERS, LLC

C43
CRD 130762·SEC 801-62859·TUCSON, AZ
AUM
$300.0M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$900K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL WEST PARTNERS, LLC
CRD
130762
SEC file #
801-62859
EIN
—
DBA names
—

Economics

AUM
$300.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$140.0M → $300.0M▲ +114%
Client mix
Individuals Other103
Individuals High Net Worth70

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
TUCSON AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/13/2026
ADV-W filed at
—
Website
capitalwestpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CRANE, JASON, C
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CRANE, JASON, C
RUTHER, JASON, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAPITALWESTPARTNERS.COM
Rdap Domain Creation Date
2004-06-25T20:40:36Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-20T11:59:59Z
Rdap Domain Last Changed
2026-03-21T04:10:39Z
Rdap Nameservers
Dom.ns.cloudflare.comInes.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4151762
Trust Company Affiliate
No

People (2)

2
CRANE, JASON, C
IAR · Direct Owner · 62.5%
4151762
RUTHER, JASON, JOHN
IAR · Direct Owner · 62.5%
2767626