Twin Bridges Advisory

Overview

Twin Bridges Advisory, LLC is a newly formed SEC-registered investment adviser (registration year 2026) organized as a domestic limited liability company. The firm describes itself as a capital allocator and offers a mix of advisory services geared toward individuals and small businesses, including financial planning, discretionary portfolio management, selection of other advisers, and pension consulting services. Compensation is structured as a combination of percentage-of-AUM fees and fixed fees. The firm is marked as a single-state operation and is not identified as an active ESG investor. Ownership is listed as a domestic entity and an individual. Twin Bridges Advisory is designated as a newly formed adviser and is not presented as a related adviser to another entity.

Assets & Accounts

Investments & Alternatives