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Insights

Strong Asset Base First Western Capital Management manages over 1.1 billion dollars in assets with a total of more than 5 billion dollars across affiliated entities, showcasing substantial client assets that could benefit from expanded investment solutions or additional advisory services.

Diversified Offerings The firm's expertise spans both equity and fixed income strategies, including Investment Grade, High Yield, and Tax-Exempt bonds, indicating opportunities to cross-sell alternative investment products or tailored portfolios to their institutional and high-net-worth clients.

Recent Acquisition Following the acquisition by Lido Advisors in late 2020, there is potential to collaborate on fixed income strategies, leveraging combined expertise and resources to enhance product offerings and client reach.

Growth & Investment With annual revenues estimated between 10 million and 25 million dollars, the company demonstrates healthy financial stability and growth potential, making it a strategic partner for scaling new investment solutions or technology integrations.

Technology Usage The company's IT stack includes advanced tools like HubSpot, Google Analytics, and React, indicating openness to digital solutions and automation, which can be leveraged to introduce new client engagement platforms or data analytics services.

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

First Western Capital Management's Email Address Formats

First Western Capital Management uses at least 1 format(s):
First Western Capital Management Email FormatsExamplePercentage
First.Last@fwcapmgmt.comJohn.Doe@fwcapmgmt.com
67%
Last@fwcapmgmt.comDoe@fwcapmgmt.com
16%
FirstLast@fwcapmgmt.comJohnDoe@fwcapmgmt.com
17%

Frequently Asked Questions

Where is First Western Capital Management's headquarters located?

Minus sign iconPlus sign iconFirst Western Capital Management's main headquarters is located at 1900 Avenue of The Stars Suite 900 Los Angeles, California 90067 United States. The company has employees across 2 continents, including North AmericaAsia.

What is First Western Capital Management's phone number?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconFirst Western Capital Management's official website is fwcapmgmt.com and has social profiles on LinkedIn.

What is First Western Capital Management's NAICS code?

Minus sign iconPlus sign iconFirst Western Capital Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does First Western Capital Management have currently?

Minus sign iconPlus sign iconAs of February 2026, 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?

Minus sign iconPlus sign iconFirst Western Capital Management operates in the Investment Management industry.

What technology does First Western Capital Management use?

Minus sign iconPlus sign iconFirst Western Capital Management's tech stack includes HotjarWordPressReactjQuery MigrateModernizrHubSpotPHPGoogle Analytics.

What is First Western Capital Management's email format?

Minus sign iconPlus sign iconFirst 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

Investment ManagementCalifornia, United 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.

Section iconCompany Overview

Headquarters
1900 Avenue of The Stars Suite 900 Los Angeles, California 90067 United States
Phone number
+1-310-229-****
Website
fwcapmgmt.com
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    First Western Capital Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    First Western Capital Management's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    J. R.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Managing Principal
    Phone icon
    Mobile Phone

Employee Directory

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