Active
CAPITAL WEST PARTNERS, LLC
Investment Advice|TUCSON, AZ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$275.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 240.6M |
| Non-Discretionary | 34.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 130762 |
| SEC Number | 801-62859 |
| Street Address | 6842 E. TANQUE VERDE ROAD |
| Street Address 2 | SUITE C |
| Location | TUCSON, AZ 85715 |
| Country | United States |
| Phone | 520-296-9803 |
| Fax | 520-296-1939 |
| Total Employees | 3 |
Client Count by Type (166 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 103 |
| High Net Worth Individual… | 63 |
Community Partners
CITY OF BENSON
CITY OF BISBEE
CITY OF DOUGLAS
CITY OF SIERRA VISTA
CITY OF SOUTH TUCSON
CITY OF TOMBSTONE
CITY OF WILLCOX
COUNTY OF COCHISE
OMEGA ALPHA ACADEMY
SOUTHEASTERN ARIZONA GOVERNMENTS ORGANIZATION
TOWN OF HUACHUCA CITY
CITY OF BENSON
CITY OF BISBEE
CITY OF DOUGLAS
CITY OF SIERRA VISTA
CITY OF SOUTH TUCSON
CITY OF TOMBSTONE
CITY OF WILLCOX
COUNTY OF COCHISE
OMEGA ALPHA ACADEMY
SOUTHEASTERN ARIZONA GOVERNMENTS ORGANIZATION
TOWN OF HUACHUCA CITY
CITY OF BENSON
CITY OF BISBEE
CITY OF DOUGLAS
CITY OF SIERRA VISTA
CITY OF SOUTH TUCSON
CITY OF TOMBSTONE
CITY OF WILLCOX
COUNTY OF COCHISE
OMEGA ALPHA ACADEMY
SOUTHEASTERN ARIZONA GOVERNMENTS ORGANIZATION
TOWN OF HUACHUCA CITY
Municipal Government
11 Active
11
Organizations
BOWIE FIRE DISTRICT
DREXEL HEIGHTS FIRE DISTRICT
ELFRIDA FIRE DEPT
ELFRIDA FIRE DISTRICT
FRY FIRE DISTRICT
MESCAL J6 FIRE DISTRICT
NACO FIRE DISTRICT
NACO SANITARY DISTRICT
NORTHERN COCHISE HOSPITAL DISTRICT
PALOMINAS FIRE DISTRICT
PIRTLEVILLE FIRE DISTRICT
PISTACHIO PASS IRRIGATION DISTRICT
POMERENE FIRE DISTRICT
SAN JOSE FIRE DISTRICT
SAN PEDRO VALLEY HOSPITAL DISTRICT
SAN SIMON FIRE DISTRICT
ST DAVID FIRE DEPT
ST DAVID FIRE DISTRICT
ST DAVID FLOOD CONTROL DISTRICT
ST DAVID IRRIGATION DISTRICT
BOWIE FIRE DISTRICT
DREXEL HEIGHTS FIRE DISTRICT
ELFRIDA FIRE DEPT
ELFRIDA FIRE DISTRICT
FRY FIRE DISTRICT
MESCAL J6 FIRE DISTRICT
NACO FIRE DISTRICT
NACO SANITARY DISTRICT
NORTHERN COCHISE HOSPITAL DISTRICT
PALOMINAS FIRE DISTRICT
PIRTLEVILLE FIRE DISTRICT
PISTACHIO PASS IRRIGATION DISTRICT
POMERENE FIRE DISTRICT
SAN JOSE FIRE DISTRICT
SAN PEDRO VALLEY HOSPITAL DISTRICT
SAN SIMON FIRE DISTRICT
ST DAVID FIRE DEPT
ST DAVID FIRE DISTRICT
ST DAVID FLOOD CONTROL DISTRICT
ST DAVID IRRIGATION DISTRICT
BOWIE FIRE DISTRICT
DREXEL HEIGHTS FIRE DISTRICT
ELFRIDA FIRE DEPT
ELFRIDA FIRE DISTRICT
FRY FIRE DISTRICT
MESCAL J6 FIRE DISTRICT
NACO FIRE DISTRICT
NACO SANITARY DISTRICT
NORTHERN COCHISE HOSPITAL DISTRICT
PALOMINAS FIRE DISTRICT
PIRTLEVILLE FIRE DISTRICT
PISTACHIO PASS IRRIGATION DISTRICT
POMERENE FIRE DISTRICT
SAN JOSE FIRE DISTRICT
SAN PEDRO VALLEY HOSPITAL DISTRICT
SAN SIMON FIRE DISTRICT
ST DAVID FIRE DEPT
ST DAVID FIRE DISTRICT
ST DAVID FLOOD CONTROL DISTRICT
ST DAVID IRRIGATION DISTRICT
Special District
27 Active
27
Organizations
APACHE SCHOOL DISTRICT 42
ASH CREEK SCHOOL DISTRICT 53
BENSON UNIFIED SCHOOL DISTRICT
BISBEE UNIFIED SCHOOL DISTRICT 2
BOWIE SCHOOL DISTRICT 14
COCHISE COLLEGE
COCHISE ELEMENTARY SCH DISTRICT 26
COCHISE SCHOOL DISTRICT 26
COCHISE TECHNOLOGY DISTRICT
DOUBLE ADOBE SCHOOL DISTRICT 45
DOUGLAS UNIFIED SCHOOL DISTRICT 27
ELFRIDA SCHOOL DISTRICT 12
FORREST SCHOOL DISTRICT 81
FORT HUACHUCA ACCOMMODATION SCHOOL
HIGHLAND FREE SCHOOL FUND, INC.
MCNEAL SCHOOL DISTRICT 55
NACO SCHOOL DISTRICT 23
PALOMINAS SCHOOL DISTRICT 49
PEARCE SCHOOL DISTRICT 22
PIMA COUNTY COMMUNITY COLLEGE DISTRICT
APACHE SCHOOL DISTRICT 42
ASH CREEK SCHOOL DISTRICT 53
BENSON UNIFIED SCHOOL DISTRICT
BISBEE UNIFIED SCHOOL DISTRICT 2
BOWIE SCHOOL DISTRICT 14
COCHISE COLLEGE
COCHISE ELEMENTARY SCH DISTRICT 26
COCHISE SCHOOL DISTRICT 26
COCHISE TECHNOLOGY DISTRICT
DOUBLE ADOBE SCHOOL DISTRICT 45
DOUGLAS UNIFIED SCHOOL DISTRICT 27
ELFRIDA SCHOOL DISTRICT 12
FORREST SCHOOL DISTRICT 81
FORT HUACHUCA ACCOMMODATION SCHOOL
HIGHLAND FREE SCHOOL FUND, INC.
MCNEAL SCHOOL DISTRICT 55
NACO SCHOOL DISTRICT 23
PALOMINAS SCHOOL DISTRICT 49
PEARCE SCHOOL DISTRICT 22
PIMA COUNTY COMMUNITY COLLEGE DISTRICT
APACHE SCHOOL DISTRICT 42
ASH CREEK SCHOOL DISTRICT 53
BENSON UNIFIED SCHOOL DISTRICT
BISBEE UNIFIED SCHOOL DISTRICT 2
BOWIE SCHOOL DISTRICT 14
COCHISE COLLEGE
COCHISE ELEMENTARY SCH DISTRICT 26
COCHISE SCHOOL DISTRICT 26
COCHISE TECHNOLOGY DISTRICT
DOUBLE ADOBE SCHOOL DISTRICT 45
DOUGLAS UNIFIED SCHOOL DISTRICT 27
ELFRIDA SCHOOL DISTRICT 12
FORREST SCHOOL DISTRICT 81
FORT HUACHUCA ACCOMMODATION SCHOOL
HIGHLAND FREE SCHOOL FUND, INC.
MCNEAL SCHOOL DISTRICT 55
NACO SCHOOL DISTRICT 23
PALOMINAS SCHOOL DISTRICT 49
PEARCE SCHOOL DISTRICT 22
PIMA COUNTY COMMUNITY COLLEGE DISTRICT
School District
30 Active
30
Organizations
100 PLUS WOMEN WHO CARE TUCSON
1010 INTERNATIONAL NET INC
10TH CAVALRY TROOP B FOUNDATION
12ON-12OFF
162ND FIGHTER WING AIR GUARDIANS INC
162ND FIGHTER WING GUARDIAN ANGELS
162ND FIGHTER WING TOP THREE ENLISTED ASSOCIATION
1st Rate 2nd Hand Thrift Inc
1ST RESPONDERS WISH LIST
20 DE JULIO FOUNDATION
28675906 TMC TOASTMASTERS
29 PRESCOTT
29TH STREET C A N
2ND CHANCE FOUNDATION INC
355 CS BOOSTER CLUB
355 DESERT LIGHTNING EAGLES BOOSTER CLUB
390TH MEMORIAL MUSEUM FOUNDATION INC
390TH STRATEGIC MISSILE WING MEMORIAL ASSOCIATION INC
3RD DECADE INC
4903 CATALINA AUX TO POST
100 PLUS WOMEN WHO CARE TUCSON
1010 INTERNATIONAL NET INC
10TH CAVALRY TROOP B FOUNDATION
12ON-12OFF
162ND FIGHTER WING AIR GUARDIANS INC
162ND FIGHTER WING GUARDIAN ANGELS
162ND FIGHTER WING TOP THREE ENLISTED ASSOCIATION
1st Rate 2nd Hand Thrift Inc
1ST RESPONDERS WISH LIST
20 DE JULIO FOUNDATION
28675906 TMC TOASTMASTERS
29 PRESCOTT
29TH STREET C A N
2ND CHANCE FOUNDATION INC
355 CS BOOSTER CLUB
355 DESERT LIGHTNING EAGLES BOOSTER CLUB
390TH MEMORIAL MUSEUM FOUNDATION INC
390TH STRATEGIC MISSILE WING MEMORIAL ASSOCIATION INC
3RD DECADE INC
4903 CATALINA AUX TO POST
100 PLUS WOMEN WHO CARE TUCSON
1010 INTERNATIONAL NET INC
10TH CAVALRY TROOP B FOUNDATION
12ON-12OFF
162ND FIGHTER WING AIR GUARDIANS INC
162ND FIGHTER WING GUARDIAN ANGELS
162ND FIGHTER WING TOP THREE ENLISTED ASSOCIATION
1st Rate 2nd Hand Thrift Inc
1ST RESPONDERS WISH LIST
20 DE JULIO FOUNDATION
28675906 TMC TOASTMASTERS
29 PRESCOTT
29TH STREET C A N
2ND CHANCE FOUNDATION INC
355 CS BOOSTER CLUB
355 DESERT LIGHTNING EAGLES BOOSTER CLUB
390TH MEMORIAL MUSEUM FOUNDATION INC
390TH STRATEGIC MISSILE WING MEMORIAL ASSOCIATION INC
3RD DECADE INC
4903 CATALINA AUX TO POST
Nonprofit Organization
5585 Active
5585
Organizations
Community Partners118 organizations
COUNTY OF COCHISE
Municipal Government·BISBEE
OMEGA ALPHA ACADEMY
Municipal Government·DOUGLAS
SOUTHEASTERN ARIZONA GOVERNMENTS ORGANIZATION
Municipal Government·BISBEE
BOWIE FIRE DISTRICT
Special District·BOWIE
DREXEL HEIGHTS FIRE DISTRICT
Special District·TUCSON
ELFRIDA FIRE DEPT
Special District·ELFRIDA
ELFRIDA FIRE DISTRICT
Special District·ELFRIDA
FRY FIRE DISTRICT
Special District·SIERRA VISTA
MESCAL J6 FIRE DISTRICT
Special District·BENSON
NACO FIRE DISTRICT
Special District·NACO
NACO SANITARY DISTRICT
Special District·BISBEE
PIRTLEVILLE FIRE DISTRICT
Special District·PIRTLEVILLE
PISTACHIO PASS IRRIGATION DISTRICT
Special District·TUCSON
POMERENE FIRE DISTRICT
Special District·POMERENE
SAN JOSE FIRE DISTRICT
Special District·BISBEE
SAN PEDRO VALLEY HOSPITAL DISTRICT
Special District·BENSON
SAN SIMON FIRE DISTRICT
Special District·SAN SIMON
ST DAVID FIRE DEPT
Special District·ST DAVID
ST DAVID FIRE DISTRICT
Special District·SAINT DAVID
ST DAVID FLOOD CONTROL DISTRICT
Special District·SAINT DAVID
ST DAVID IRRIGATION DISTRICT
Special District·SAINT DAVID
SUNNYSIDE FIRE DISTRICT
Special District·DOUGLAS
SUNSITES PEARCE FIRE DISTRICT
Special District·PEARCE
THREE POINTS FIRE DISTRICT
Special District·TUCSON
VANAR FLOOD CONTROL DISTRICT
Special District·SAN SIMON
WHITEWATER DRAW NATURAL RESOURCE CONSERVATION DISTRICT
Special District·TOMBSTONE
COCHISE COLLEGE
School District·SIERRA VISTA
COCHISE SCHOOL DISTRICT 26
School District·COCHISE
FORREST SCHOOL DISTRICT 81
School District·BISBEE
HIGHLAND FREE SCHOOL FUND, INC.
School District·TUCSON
PIMA COUNTY JTED DIST 11
School District·TUCSON
SAINT JOSEPHS PARISH & SCHOOL
School District·TUCSON
THE EDGE SCHOOL, INC
School District·TUCSON
100 PLUS WOMEN WHO CARE TUCSON
Nonprofit Organization·TUCSON
1010 INTERNATIONAL NET INC
Nonprofit Organization·TUCSON
10TH CAVALRY TROOP B FOUNDATION
Nonprofit Organization·tucson
12ON-12OFF
Nonprofit Organization·Sierra Vista
162ND FIGHTER WING AIR GUARDIANS INC
Nonprofit Organization·Tucson
162ND FIGHTER WING GUARDIAN ANGELS
Nonprofit Organization·Tucson
162ND FIGHTER WING TOP THREE ENLISTED ASSOCIATION
Nonprofit Organization·Tucson
1st Rate 2nd Hand Thrift Inc
Nonprofit Organization·Tucson
1ST RESPONDERS WISH LIST
Nonprofit Organization·tucson
20 DE JULIO FOUNDATION
Nonprofit Organization·TUCSON
28675906 TMC TOASTMASTERS
Nonprofit Organization·Tucson
29 PRESCOTT
Nonprofit Organization·Tucson
29TH STREET C A N
Nonprofit Organization·Tucson
2ND CHANCE FOUNDATION INC
Nonprofit Organization·Sierra Vista
355 CS BOOSTER CLUB
Nonprofit Organization·TUCSON
355 DESERT LIGHTNING EAGLES BOOSTER CLUB
Nonprofit Organization·tucson
390TH MEMORIAL MUSEUM FOUNDATION INC
Nonprofit Organization·TUCSON
390TH STRATEGIC MISSILE WING MEMORIAL ASSOCIATION INC
Nonprofit Organization·Tucson
3RD DECADE INC
Nonprofit Organization·TUCSON
4903 CATALINA AUX TO POST
Nonprofit Organization·Tucson
4FREEDOM INC
Nonprofit Organization·Tucson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tucson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tucson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Willcox
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Willcox
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Willcox
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Willcox
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tucson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Willcox
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tucson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hereford
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Willcox
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tucson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·McNeal
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tucson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·benson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sierra Vista
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Willcox
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cochise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tucson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Simon
4 TUCSON INC
Nonprofit Organization·TUCSON
4TUCSON INC
Nonprofit Organization·TUCSON
5150 SOCIAL CLUB
Nonprofit Organization·Tucson
520 Dance Collective inc
Nonprofit Organization·Tucson
520 MOTO ALLIANCE
Nonprofit Organization·Tucson
55 RESCUE SQUADRON BOOSTER CLUB
Nonprofit Organization·Tucson
55TH RESCUE GENERATION SQUADRON BOOSTER CLUB
Nonprofit Organization·Tucson
88-CRIME INC
Nonprofit Organization·TUCSON