# Twinleaf Financial Advisors

> Twinleaf Financial Advisors is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 323737
- Filed as: TWINLEAF FINANCIAL ADVISORS
- Legal name: Twinleaf Financial Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323737
- AdvisorCensus page: https://advisorcensus.com/firm/twinleaf-financial-advisors-323737

## Quick answers

**How is Twinleaf Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Twinleaf Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Twinleaf Financial Advisors registered with the SEC or a state?**
Twinleaf Financial Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323737.

**How much does Twinleaf Financial Advisors manage?**
Twinleaf Financial Advisors reports $11,918,590 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).

**What types of clients does Twinleaf Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Twinleaf Financial Advisors 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/323737

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,918,590
- Discretionary: $11,918,590
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $11,585,241 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $333,349 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- twinleafadv.com
- LinkedIn @johnkann

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twinleaf Financial Advisors (CRD 323737): Form ADV filing data as of October 2026.