Insights

Asset Management Growth First Western Capital Management oversees over 5 billion dollars in client assets, with a focus on equity and fixed income strategies, indicating a substantial opportunity to expand existing client relationships or introduce complementary investment solutions.

Recent Acquisition Synergy Following its acquisition by Lido Advisors in November 2020, the firm may be seeking integrated technology solutions, client engagement platforms, or operational efficiencies to align with industry best practices and enhance service delivery.

Technology Utilization Utilizing a diverse tech stack including HubSpot, Google Analytics, and modern web frameworks suggests an openness to digital marketing, client analytics, and modern communication tools, presenting opportunities to enhance client outreach and engagement.

Competitive Positioning With a moderate revenue range between 1 to 10 million dollars and a small team of 2-10 employees, the firm could benefit from scalable solutions in client management, reporting, and infrastructure to support growth and competitiveness.

Market Expansion Opportunities Focusing on high-net-worth individuals and institutional clients through customized strategies like SMAs and mutual funds positions the company to explore advanced financial advisory tools, portfolio analytics, or investor reporting solutions to deepen market penetration.

Similar companies to First Western Capital Management

First Western Capital Management Tech Stack

First Western Capital Management uses 8 technology products and services including Hotjar, WordPress, React, and more. Explore First Western Capital Management's tech stack below.

Hotjar
Analytics
WordPress
Content Management System
React
Javascript Frameworks
jQuery Migrate
Javascript Libraries
Modernizr
Javascript Libraries
HubSpot
Marketing Automation
PHP
Programming Languages
Google Analytics
Web Analytics

Media & News

Lido Advisors, LLC acquired Fwcapmgmt on Nov 16th '20.
Lido Advisors, LLC, ( www.lidoadvisors.com ) - a full-service, independent, registered investment advisory firm - today announced it will finalize the acquisition of the fixed income business, team and mutual funds of First Western Capital Management Company, a subsidiary of First Western Financial, Inc. (NASDAQ:MYFW).
Nov 16, 2020 | www.businesswire.com

First Western Capital Management's Email Address Formats

First Western Capital Management uses at least 1 format(s):

First Western Capital Management Email Formats	Example	Percentage
First.Last@fwcapmgmt.com	John.Doe@fwcapmgmt.com	40%
Last@fwcapmgmt.com	Doe@fwcapmgmt.com	10%
FirstLast@fwcapmgmt.com	JohnDoe@fwcapmgmt.com	10%
First.Last@fwcapmgmt.com	John.Doe@fwcapmgmt.com	40%

Frequently Asked Questions

Where is First Western Capital Management's headquarters located?

First Western Capital Management's main headquarters is located at 1900 Avenue of the Stars, Suite 900 Los Angeles, CA 90067, US. The company has employees across 2 continents, including North AmericaAsia.

What is First Western Capital Management's phone number?

You can contact First Western Capital Management's main corporate office by phone at

+1-310-229-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Western Capital Management's official website and social media links?

First Western Capital Management's official website is fwcapmgmt.com and has social profiles on LinkedIn.

What is First Western Capital Management's SIC code NAICS code?

First Western Capital Management's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does First Western Capital Management have currently?

As of December 2025, First Western Capital Management has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Owner: J. R.Managing Principal: R. B.. Explore First Western Capital Management's employee directory with LeadIQ.

What industry does First Western Capital Management belong to?

First Western Capital Management operates in the Investment Management industry.

What technology does First Western Capital Management use?

First Western Capital Management's tech stack includes HotjarWordPressReactjQuery MigrateModernizrHubSpotPHPGoogle Analytics.

What is First Western Capital Management's email format?

First Western Capital Management's email format typically follows the pattern of First.Last@fwcapmgmt.com. Find more First Western Capital Management email formats with LeadIQ.

First Western Capital Management

Q: What technology does First Western Capital Management use?

First Western Capital Management's tech stack includes Apache, jQuery Migrate, SWFObject, Hotjar, HubSpot.

Investment ManagementUnited States2-10 Employees

First Western Capital Management is a $1.1bn investment manager in Los Angeles specializing in both equity and fixed income asset management.  Along with our Large-cap oriented equity strategies, we manage Investment Grade, High Yield, and Tax-Exempt fixed income strategies for institutional and high net worth investors.  We offer SMAs with lower minimums, limited partnerships, and mutual fund solutions.

First Western Capital Management and affiliated First Western entities manage over $5.0 billion in client assets.  First Western Capital Management is an SEC registered investment advisor, and a wholly owned subsidiary of First Western Financial, Inc.