SourcingSourcing

TORO WEST CAPITAL ADVISORS, LLC

C47
CRD 331265·SEC 801-130476·LOUISVILLE, CO
AUM
$245.7M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$737K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TORO WEST CAPITAL ADVISORS, LLC
CRD
331265
SEC file #
801-130476
EIN
—
DBA names
Toro West Capital Advisors

Economics

AUM
$245.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$208.3M → $245.7M▲ +18%
Client mix
Individuals High Net Worth17
Individuals Other4

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
LOUISVILLE CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/02/2026
ADV-W filed at
—
Website
torowestcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REBICH, CHRIS, MATTHEW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
REBICH, CHRIS, MATTHEW
SHEVLIN, JEREMY, MICHAEL
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
TOROWESTCAPITAL.COM
Rdap Domain Creation Date
2019-05-24T14:02:43Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4505
Soi Zip Pct 200k Plus
0.2238
Soi Zip Returns 200k Plus
3,710
Soi Zip Total AGI
2,540,914
Fdic Zip Total Deposits
20,755,381,000
Fdic Zip Branch Count
390
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Bank One, Boulder, National AssociationLouisville, CO
FirstBank of Boulder, National AssociationLouisville, CO
Fdic Zip HHI
925.56
Fdic Zip Top Bank Share Pct
18.56
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-24T14:02:43Z
Rdap Domain Last Changed
2025-05-25T18:18:34Z
Rdap Nameservers
Nolan.ns.cloudflare.comRoxy.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,057
Returns3,460
Stub 2
AGI84,405
Returns2,250
Stub 3
AGI117,387
Returns1,890
Soi Zip Total Business Income
81,375
Soi Zip Total Cap Gains
220,067
Soi Zip Total Dividends
86,059
Soi Zip Total Returns
16,580
Top Owner CRD
4331972
Trust Company Affiliate
No

People (3)

3
SHEVLIN, JEREMY, MICHAEL
IAR · Direct Owner · 62.5%
4839266
REBICH, CHRIS, MATTHEW
IAR · Direct Owner · 62.5%
4331972
ANDY JOHN ARMSTRONG
Executive Officer · 2.5%
4448534