# Twenty-First Tailored Solutions, Inc.

> Twenty-First Tailored Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 158381
- Filed as: TWENTY-FIRST TAILORED SOLUTIONS, INC.
- Also doing business as: TWENTY-FIRST TAILORED SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158381
- AdvisorCensus page: https://advisorcensus.com/firm/twenty-first-tailored-solutions-inc-158381

## Quick answers

**How is Twenty-First Tailored Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Twenty-First Tailored Solutions, Inc. reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Twenty-First Tailored Solutions, Inc. registered with the SEC or a state?**
Twenty-First Tailored Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158381.

**How much does Twenty-First Tailored Solutions, Inc. manage?**
Twenty-First Tailored Solutions, Inc. reports $515,261,234 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (0% discretionary).

**How have Twenty-First Tailored Solutions, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Twenty-First Tailored Solutions, Inc.: Regulatory assets under management: $585,335,927 in the October 2021 data and $515,261,234 in the October 2026 data, down 12%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Twenty-First Tailored Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: other (27); high net worth individuals (21); corporations or other businesses not listed above (7).

**Which custodians does Twenty-First Tailored Solutions, Inc. use?**
Twenty-First Tailored Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists UBS Financial Services Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Twenty-First Tailored Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158381

**Does Twenty-First Tailored Solutions, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "There is no account minimum."

**What changed in Twenty-First Tailored Solutions, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $450,249,759 to $515,261,234 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- UBS Financial Services Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $515,261,234
- Discretionary: $0
- Non-discretionary: $515,261,234

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 21 | $253,894,451 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $139,130,219 |
| Other | 27 | $122,236,564 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NC, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $585,335,927 | 1 | September 23, 2021 |
| October 2022 | $530,874,961 | 1 | May 23, 2022 |
| October 2023 | $499,708,939 | 1 | January 17, 2023 |
| October 2024 | $459,722,265 | 1 | January 22, 2024 |
| October 2025 | $450,249,759 | 1 | January 16, 2025 |
| October 2026 | $515,261,234 | 1 | January 30, 2026 |

Regulatory assets under management: $585,335,927 in the October 2021 data and $515,261,234 in the October 2026 data, down 12%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $450,249,759 to $515,261,234 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twenty-First Tailored Solutions, Inc. (CRD 158381): Form ADV filing data as of October 2026.