Asset manager · McMurray, PA
Twin Capital Management Inc
SEC-registered investment adviser · CRD 104748 · SEC 801-36431
At a glance
Twin Capital Management Inc is an SEC-registered investment adviser based in McMurray, Pennsylvania, with $838 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is state or municipal government entities, and it reports 35 individual clients. By Form ADV it is a asset manager, ranked 1,446th of 3,218 asset managers and 5,943rd of 17,210 SEC-registered advisers by assets.
Main office 724-942-2000twincapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $838M
- Rank among asset managers
- #1,446 of 3,218
- Rank among all SEC RIAs
- #5,943 of 17,210
- Rank in Pennsylvania
- #212 of 564
- Individual clients
- 35
- High-net-worth clients
- 35
- Accounts
- 65
- Discretionary
- 98% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Geoffrey GerberPresident/cio
- James D. DrakeChief Financial Officer/chief Compliance Officer
Custody and brokerage
4 custodians
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 12 | $342M | 41% |
| Pension and profit sharing plans | 10 | $321M | 38% |
| High-net-worth individuals | 35 | $110M | 13% |
| Charitable organizations | 5 | $60M | 7% |
| Corporations or other businesses | – | $4M | <1% |
Disciplinary disclosures
Twin Capital Management Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗twincapital.com ↗
AtlasMembers
The full record on Twin Capital Management Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,016 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Twin Capital Management Inc manage?
Twin Capital Management Inc reports $838 million in regulatory assets under management across 65 accounts, 98% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Twin Capital Management Inc?
Twin Capital Management Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Twin Capital Management Inc’s clients?
By assets, its largest client types are state or municipal government entities ($342 million, 12 clients); pension and profit sharing plans ($321 million, 10 clients); high-net-worth individuals ($110 million, 35 clients).
Does Twin Capital Management Inc have any disciplinary history?
Twin Capital Management Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Twin Capital Management Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →