Overview
Assets Under Management: $578 million
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 37
Average Client Assets: $2.6 million
Frequently Asked Questions
TWELE CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130239), TWELE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
TWELE CAPITAL MANAGEMENT, INC. is headquartered in MINNETONKA, MN.
TWELE CAPITAL MANAGEMENT, INC. serves 37 high-net-worth clients according to their SEC filing dated January 06, 2026. View client details ↓
According to their SEC Form ADV, TWELE CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TWELE CAPITAL MANAGEMENT, INC. manages $578 million in client assets according to their SEC filing dated January 06, 2026.
According to their SEC Form ADV, TWELE CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.52%
Average Client Assets: $2.6 million
Total Client Accounts: 201
Discretionary Accounts: 201
Regulatory Filings
CRD Number: 130239
Filing ID: 2037255
Last Filing Date: 2026-01-06 13:05:53