{
  "crd_number": 297264,
  "slug": "twin-gryphon-advisors-llc-marshfield-ma-297264",
  "primary_business_name": "TWIN GRYPHON ADVISORS LLC",
  "legal_name": "TWIN GRYPHON ADVISORS LLC",
  "dbas": [],
  "city": "Marshfield",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 126525619.0,
  "raum_discretionary": 96105360.0,
  "raum_non_discretionary": 30420259.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 440427.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 5987941.0,
      "count": 17
    },
    "pension_profit_sharing": {
      "raum": 29979832.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 85117417.0,
      "count": 27
    },
    "pooled_investment_vehicles": {
      "raum": 5000002.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "NH"
  ],
  "websites": [
    "https://facebook.com/Twin-Gryphon-Advisors-286381112305766",
    "https://linkedin.com/company/twin-gryphon-advisors",
    "https://twingryphonadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297264",
  "city_as_filed": "MARSHFIELD",
  "url": "https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264",
  "display_name": "Twin Gryphon Advisors LLC",
  "summary": "Twin Gryphon Advisors LLC is an SEC-registered investment advisory firm in Marshfield, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Twin Gryphon Advisors LLC (CRD 297264): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Twin Gryphon Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Twin Gryphon Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Twin Gryphon Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Twin Gryphon Advisors LLC located?",
      "a": "Twin Gryphon Advisors LLC's principal office is in Marshfield, MA, according to its Form ADV."
    },
    {
      "q": "Is Twin Gryphon Advisors LLC registered with the SEC or a state?",
      "a": "Twin Gryphon Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 297264."
    },
    {
      "q": "How much does Twin Gryphon Advisors LLC manage?",
      "a": "Twin Gryphon Advisors LLC reports $126,525,619 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (76% discretionary)."
    },
    {
      "q": "How have Twin Gryphon Advisors LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Twin Gryphon Advisors LLC: Regulatory assets under management: $107,889,787 in the October 2024 data and $126,525,619 in the October 2026 data, up 17%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Twin Gryphon Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (17); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Twin Gryphon Advisors LLC use?",
      "a": "Twin Gryphon Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Twin Gryphon Advisors LLC report any disciplinary disclosures?",
      "a": "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/297264"
    },
    {
      "q": "What changed in Twin Gryphon Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $113,525,550 to $126,525,619 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107889787.0,
      "total_employees": 4,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 113525550.0,
      "total_employees": 4,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 126525619.0,
      "total_employees": 4,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $113,525,550 to $126,525,619 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "Hourly engagements are billed at rate of up to $500 per hour. Fixed fee and ongoing retainer agreements are based on the expected effort and duration."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Hourly engagements are billed at rate of up to $500 per hour. Fixed fee and ongoing retainer agreements are based on the expected effort and duration."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 5987941.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 85117417.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 5000002.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 29979832.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 440427.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297264",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}