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Insights

Large Asset Base First Western Capital Management oversees over 5 billion dollars in total client assets, indicating substantial market presence and potential for custom investment solutions tailored for high-value clients.

Recent Acquisition The company's fixed income division was acquired by Lido Advisors in November 2020, highlighting opportunities to engage with entities involved in strategic growth activities and potential expansion of asset management offerings.

Diverse Investment Strategies With expertise in equity, investment grade, high yield, and tax-exempt fixed income strategies, there is a clear opportunity to offer complementary products and innovative solutions across various asset classes.

Tech-Enabled Engagement The company's use of modern digital tools such as HubSpot, Google Analytics, and React suggests openness to technological integrations, presenting prospects for digital onboarding, data analytics, and client engagement solutions.

Niche Market Focus Serving institutional and high-net-worth investors with a relatively small team indicates a personalized service approach, creating chances to provide targeted advisory, portfolio management, and high-touch financial products.

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
40%
Last@fwcapmgmt.comDoe@fwcapmgmt.com
10%
FirstLast@fwcapmgmt.comJohnDoe@fwcapmgmt.com
10%
First.Last@fwcapmgmt.comJohn.Doe@fwcapmgmt.com
40%

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 SIC code NAICS code?

Minus sign iconPlus sign iconFirst 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?

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
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    First Western Capital Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    First Western Capital Management's revenue is estimated to be in the range of $1M$10M

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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