Jason Ruther
Capital West Partners · Tucson, Arizona
Jason Ruther is a fee-only financial advisor at Capital West Partners in Tucson, Arizona. Capital West Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital West Partners |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $300.0M across 177 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 2767626 |
| Exams passed | Series 63 (1996) · Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.capitalwestpartners.com |
How Jason's firm compares
- Capital West Partners's average account is about $1.7 million, from its Form ADV (assets managed divided by 177 accounts).
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Questions about Jason
Is Jason Ruther a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Capital West Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Capital West Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Ruther based?
Jason Ruther is based in Tucson, Arizona.
Is Jason Ruther registered with the SEC?
Yes. Jason Ruther is registered as an investment adviser representative in AZ (CRD 2767626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Capital West Partners manage?
Capital West Partners reports $300.0M across 177 accounts in assets under management.
How do I contact Jason Ruther?
Through Jason's website, www.capitalwestpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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