Twin Gryphon Advisors Llc
- Regulatory AUM
- $127M
- Discretionary
- $96.1M
- Clients
- 50
- Avg AUM / client
- $2.5M
- Accounts
- 123
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $6.0M | 4.73% |
| High net worth individuals | 27 | $85.1M | 67.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $5.0M | 3.95% |
| Pension and profit sharing plans | 5 | $30.0M | 23.7% |
| Charitable organizations | Fewer than 5 clients | $440K | 0.35% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $5.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Twin Gryphon Absolute Performance Fund, L.P. | Hedge Fund | Delaware | $5.2M | 18 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Charles Withers | President And Chief Compliance Officer | Chartered Financial Consultant | Apr 1996 (30y) | ≈ 56.25% – 100% via Wellspring Financial Insurance Agency, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wellspring Financial Insurance Agency, Inc. | Managing Member | May 2018 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Timothy Charles Withers: 75% – 100% of Wellspring Financial Insurance Agency, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $5.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Twin Gryphon Absolute Performance Fund, L.P. | Hedge Fund | $5.2M | $150K | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $115M (91% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗