# WESTWARD INVESTMENT ADVISORY, LLC

WESTWARD INVESTMENT ADVISORY, LLC of MISSION, KS is an SEC-registered investment adviser.

## Registration

- CRD: 281742
- Type: SEC-registered investment adviser
- SEC file number: 801-118800
- Location: 5201 JOHNSON DRIVE, SUITE 410, MISSION, KS, 66205
- Phone: 414-716-6300
- Latest filing: 2026-03-23
- Regulatory AUM: $571.5M
- Discretionary AUM: $126.0M
- Non-discretionary AUM: $445.5M
- Clients: 5
- Accounts: 61

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Casey Patrick Mcliney | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| James Michael Holcomb | MANAGING MEMBER/MANAGING DIRECTOR/CEO | — |
| MCLINEY CASEY PATRICK | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| HOLCOMB JAMES MICHAEL | MANAGING MEMBER/MANAGING DIRECTOR/CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281742/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281742/similar
- Related entities: https://search.stillhousedata.com/firm/281742/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281742

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.