Jeremy Shevlin
Toro West Capital Advisors · Louisville, Colorado
Jeremy Shevlin is a fee-only financial advisor at Toro West Capital Advisors in Louisville, Colorado, who holds the CFP credential. Jeremy focuses on founders (pre-exit). Toro West Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Toro West Capital Advisors |
|---|---|
| Based in | Louisville, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $245.7M across 352 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4839266 |
| Exams passed | Series 63 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | torowestcapital.com |
| Profile |
How Jeremy's firm compares
- Toro West Capital Advisors's average account is about $698,000, from its Form ADV (assets managed divided by 352 accounts).
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Questions about Jeremy
Is Jeremy Shevlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Toro West Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Toro West Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeremy Shevlin based?
Jeremy Shevlin is based in Louisville, Colorado.
What does Jeremy specialize in?
Jeremy's specialties include founders (pre-exit). Jeremy works with founders and executives.
What credentials does Jeremy Shevlin hold?
Jeremy Shevlin holds the CFP credential.
Is Jeremy Shevlin registered with the SEC?
Yes. Jeremy Shevlin is registered as an investment adviser representative in CO and TX (CRD 4839266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Toro West Capital Advisors manage?
Toro West Capital Advisors reports $245.7M across 352 accounts in assets under management.
How do I contact Jeremy Shevlin?
Through Jeremy's website, torowestcapital.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
- Toro West Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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