# Twig Asset Management, LLC

> Twig Asset Management, LLC is a state-registered investment advisory firm in Eden Prairie, MN, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 18, 2025.

- CRD: 165433
- Filed as: TWIG ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eden Prairie, MN
- Filing period: October 2026
- Form ADV filing dated: November 18, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165433
- AdvisorCensus page: https://advisorcensus.com/firm/twig-asset-management-llc-eden-prairie-mn-165433

## Quick answers

**How is Twig Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Twig Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Twig Asset Management, LLC located?**
Twig Asset Management, LLC's principal office is in Eden Prairie, MN, according to its Form ADV.

**Is Twig Asset Management, LLC registered with the SEC or a state?**
Twig Asset Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 165433.

**How much does Twig Asset Management, LLC manage?**
Twig Asset Management, LLC reports $3,900,000 in regulatory assets under management in its Form ADV filing dated November 18, 2025 (49% discretionary).

**What types of clients does Twig Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25).

**Does Twig Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165433

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $3,900,000
- Discretionary: $1,900,000
- Non-discretionary: $2,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $3,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cannonrivercapital.com
- fscap.net
- twigria.com
- LinkedIn @joshua-mckinley-cfs

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twig Asset Management, LLC (CRD 165433): Form ADV filing data as of October 2026.
