AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

Twin Oak Etf Company

Twin Oak Etf Company is a fee-only, SEC-registered investment adviser in Wellesley, Massachusetts, registered with the SEC since 2024, managing approximately $1.1B. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #330365 · SEC #801-130584 · SEC-registered since 2024 (2 yrs) · Last filing data January 1, 2026

AUM
$1.1B

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
6

3 advisers

Assets per adviser

$353Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm runs leaner (more assets per adviser).

From twinoaketfs.com

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Overview

AI-generated summary

Twin Oak Etf Company is a fee-only, SEC-registered investment adviser based in Wellesley, Massachusetts. It reported approximately $1.1B in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
330365
SEC #
801-130584
Headquarters
Wellesley, MA
Employees
6

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$1.1B
Assets under management by year
YearReported AUM
2026$1.1B

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Twin Oak Etf Company reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Twin Oak Etf Company a fiduciary?+

Yes. Twin Oak Etf Company is an SEC-registered investment adviser (CRD #330365), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Twin Oak Etf Company compensated?+

Twin Oak Etf Company reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Twin Oak Etf Company manage?+

Twin Oak Etf Company reported approximately $1.1B in regulatory assets under management as of its most recent Form ADV filing.

Does Twin Oak Etf Company have any disclosures?+

Twin Oak Etf Company reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Twin Oak Etf Company has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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