Two West Capital Advisors LLC (CRD # 154543), which also operates under the name “Two West Advisors” (TWA), is registered as an investment adviser with the Securities and Exchange Commission. TWA is based in and organized as a limited liability company under the laws of the State of Kansas and the United States of America. The firm has been in business since 2010 and currently has 16 employees and associated persons. TWA’s principal office and place of business is located at 10975 Benson Drive, Corporate Woods Bldg. 12, Suite 560, Overland Park, KS 66210. Regular business hours are from 8:30am to 5:00pm Monday through Friday. The firm can be contacted by phone at 913- 825-1722. Marko Ungashick co-founded TWA in 2010 and currently serves as Manager and Chief Executive Officer of the firm. Ryan Rink co-founded TWA in 2010 and currently serves as a Manager and President of the firm. Vernon Cushenbery joined the firm as a principal in 2015 and serves as a Manager, Chief Investment Officer, and Chief Compliance Officer of the firm. Marko Ungashick, Ryan Rink, and Vernon Cushenbery own the majority of TWA through their holding company, RAM Ventures, LLC. TWA provides discretionary management, non discretionary management, and advisory services to its wealth management clients. Investment management services may be provided directly by TWA, through a sub-advisory agreement with Financial Counselors, Inc., a separately owned SEC registered investment advisory firm located in Overland Park, KS, or with the assistance of another subadvisor. TWA also makes investment management services available for small accounts on automated “robo” investment platforms (under a sub-advisory agreement with the applicable platform provider) or on other third party investment platforms (under an investment platform agreement with the applicable third party investment provider). The firm does not provide a “wrap fee” program, although sub-advisors or third party managers recommended by the firm may do so. For information regarding such programs provided by outside managers, please refer to the applicable outside manager’s

ADV Part 2 Disclosure Brochure which is available upon request. Additionally, TWA provides financial planning and consulting services, which may include reviewing financial objectives, asset allocation, cash flow management, tax preparation and planning, accounting services, insurance, investment management, strategies for education funding, retirement planning, and estate planning. TWA may provide some financial planning and consulting services directly or may delegate some services to outside “family office” or other service providers. Because TWA is a registered investment adviser, we are required to meet certain fiduciary standards when providing investment advice to clients. Additionally, when we provide investment advice related to a retirement plan account or an individual retirement account, we are considered fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. As such, we are required to act in your best interest and not put our interest ahead of yours, even though our compensation creates some conflicts with your interests in that the more you have us manage, the more we can earn. Our clients however are under no obligation to use services recommended by our associated persons. Furthermore, we believe that our recommendations are in the best interests of our clients and are consistent with our clients’ needs. The firm also provides discretionary management, advisory and consulting services to institutional clients under its Institutional Division. As of December 31, 2023, TWA managed approximately $2,760,229,371 in assets. Of that total, the firm managed $173,786,681 in assets for wealth management clients on a discretionary basis. In addition, through its Institutional Division, TWA also managed approximately $2,505,623,145 in institutional assets on a discretionary basis and another $80,819,545 in institutional assets on a non-discretionary basis. The firm also provided non-management advisory services on an additional $667,662,654 in institutional assets.