Twin Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Twin Capital Management reports 62 clients. They include 35 high-net-worth individuals, 12 state or municipal government entities, and 10 pension and profit-sharing plans. Of its assets, 98.4% ($824M across 59 accounts) are managed with discretion; $13.4M across 6 accounts are not. A wrap fee program the firm both sponsors and manages holds $21.7M. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 56% | 13% |
| Pension and profit-sharing plans | 16% | 38% |
| Charitable organizations | 8% | 7% |
| State or municipal government entities | 19% | 41% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 35 | $110M | 13.2% | $3.15M |
| Pension and profit-sharing plans | 10 | $321M | 38.3% | $32.1M |
| Charitable organizations | 5 | $60.3M | 7.2% | $12.1M |
| State or municipal government entities | 12 | $342M | 40.9% | $28.5M |
| Corporations and other businesses | Fewer than 5 | $3.83M | 0.5% | — |
| Total | 62 | $838M | 100% | — |
- Clients
- 35
- Regulatory AUM
- $110M
- AUM share
- 13.2%
- Avg. per client
- $3.15M
- Clients
- 10
- Regulatory AUM
- $321M
- AUM share
- 38.3%
- Avg. per client
- $32.1M
- Clients
- 5
- Regulatory AUM
- $60.3M
- AUM share
- 7.2%
- Avg. per client
- $12.1M
- Clients
- 12
- Regulatory AUM
- $342M
- AUM share
- 40.9%
- Avg. per client
- $28.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.83M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 62
- Regulatory AUM
- $838M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
Twin Capital Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Geoffrey Gerber owns 75% or more of Twin Capital Management. The leadership team of Twin Capital Management includes President Geoffrey Gerber and Chief Financial Officer James Drake. It has 8 employees, 4 of them in advisory roles.
Leadership
- Geoffrey GerberPresident/CIO
- James DrakeChief Financial Officer/Chief Compliance Officer
Staff
- 8 employees
- 4 in advisory functions
- 1 soliciting firm
- Owns 75% or more of Twin Capital Management Inc
Geoffrey Gerber
Control person · since April 1990
Twin Capital Management’s regulatory assets fell from $1.11B (March 2021) to $838M (March 2026); clients rose from 45 to 62 and employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $838M | 62 | 8 | 1 |
| March 2025 | $936M | 68 | 8 | 1 |
| March 2024 | $785M | 47 | 8 | 1 |
| March 2023 | $794M | 44 | 8 | 1 |
| March 2022 | $1.01B | 40 | 9 | 1 |
| March 2021 | $1.11B | 45 | 9 | 1 |
Besides its headquarters, Twin Capital Management has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 3244 Washington RD, Suite 202, McMurrayHQ
Contact and registration details
- Legal name
- Twin Capital Management Inc
- Headquarters
- 3244 Washington RD, Suite 202, McMurray, PA 15317-3153
- Website
- twincapital.com
- Phone
- 724-942-2000
- @twincapital
- SEC file
- 801-36431
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Twin Capital Management uses The Bank of New York Mellon ($202M, 32%), PNC Bank ($182M, 29%) and U.S. Bank National Association ($150M, 24%), among others, as custodians for its separately managed accounts. Twin Capital Management does not have custody of client assets.
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $202M32%
- PNC BankPNC Bank · Pittsburgh, PA · $182M29%
- State StreetState Street Corp. · Boston, MA · $96.1M15%
- U.S. Bank National AssociationU.S. Bank National Association · Milwaukee, WI · $150M24%
At year end, Twin Capital Management’s separately managed accounts were mostly in stocks (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $916M across 269 positions; the largest are Apple Inc. (6.7%), Nvidia Corporation (6.3%) and Microsoft Corp. (4.4%).
What the accounts hold
- Stocks97%
- Funds2%
- Cash1%
Reported 13F holdings
- $916M
- Reported 13F value
- 269
- Positions
- 35.3%
- In the 10 largest
- +18.1%
- Value vs. prior quarter
- Apple Inc.6.7%
- Nvidia Corporation6.3%
- Microsoft Corp.4.4%
- Alphabet Inc. Cap Stock CL A4.3%
- Broadcom Inc.3.1%
- Amazon.com Inc.3.0%
- Micron Technology Inc.2.1%
- Eli Lilly & CO2.0%
- JPMORGAN Chase & CO1.7%
- Advanced Micro Devices Inc.1.6%
Together, the ten largest are 35.3% of reported value.
How many clients does Twin Capital Management have?
Twin Capital Management has 62 clients and manages $838 million for them, as of March 2026. They include 35 high-net-worth individuals, 12 state or municipal government entities, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Twin Capital Management offer?
Twin Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Twin Capital Management use?
Twin Capital Management’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $202M, PNC Bank (Pittsburgh, PA), with $182M, U.S. Bank National Association (Milwaukee, WI), with $150M and State Street Corp. (Boston, MA), with $96.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Twin Capital Management have?
Twin Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Twin Capital Management invest in?
At the end of its last fiscal year, Twin Capital Management’s separately managed accounts held 97% exchange-traded equities, 2% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Twin Capital Management?
Twin Capital Management’s direct owner is Geoffrey Gerber (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Twin Capital Management get paid?
Twin Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Twin Capital Management registered with the SEC?
Yes, Twin Capital Management has been registered with the SEC as an investment adviser since 2 April 1990. Its CRD number is 104748 and its SEC file number is 801-36431.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Twin Capital Management?
Twin Capital Management’s main office is at 3244 Washington RD, Suite 202, McMurray, PA 15317-3153. Its phone number is 724-942-2000. Its website is twincapital.com.