{ "crd_number": 316015, "slug": "two-prime-inc-asheville-nc-316015", "primary_business_name": "TWO PRIME INC.", "legal_name": "TWO PRIME INC.", "dbas": [], "city": "Asheville", "state": "NC", "country": "United States", "cbsa_code": "11700", "metro": { "cbsa_code": "11700", "common_name": "Asheville", "msa_name": "Asheville, NC", "path": "/advisors/nc/asheville" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-02-11", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-04-06", "carried_forward": false, "raum_total": 416479222.0, "raum_discretionary": 215378836.0, "raum_non_discretionary": 201100386.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 11, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "other_investment_advisers": { "raum": 251760264.0, "count": 4 }, "high_net_worth_individuals": { "raum": 135281755.0, "count": 22 }, "pooled_investment_vehicles": { "raum": 2049831.0, "count": 1 }, "corporations_other_businesses": { "raum": 27387372.0, "count": 3 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NC" ], "websites": [ "https://facebook.com/TwoPrimeAbundance", "https://linkedin.com/company/two-prime-digital-assets", "https://twitter.com/Two_Prime", "https://twoprime.com", "https://twoprime.io" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316015", "city_as_filed": "ASHEVILLE", "url": "https://advisorcensus.com/firm/two-prime-inc-asheville-nc-316015", "display_name": "Two Prime Inc.", "summary": "Two Prime Inc. is an SEC-registered investment advisory firm in Asheville, NC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.", "citation": "AdvisorCensus. Two Prime Inc. (CRD 316015): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Two Prime Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Two Prime Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Two Prime Inc. located?", "a": "Two Prime Inc.'s principal office is in Asheville, NC, according to its Form ADV." }, { "q": "Is Two Prime Inc. registered with the SEC or a state?", "a": "Two Prime Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316015." }, { "q": "How much does Two Prime Inc. manage?", "a": "Two Prime Inc. reports $416,479,222 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (52% discretionary)." }, { "q": "How have Two Prime Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Two Prime Inc.: Regulatory assets under management: $115,000,000 in the October 2022 data and $416,479,222 in the October 2026 data, up 262%. Total employees: 7 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Two Prime Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22); other investment advisers (4); corporations or other businesses not listed above (3)." }, { "q": "Which custodians does Two Prime Inc. use?", "a": "Two Prime Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Copper Technologies and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Two Prime Inc. 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/316015" }, { "q": "What changed in Two Prime Inc.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-09-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 115000000.0, "total_employees": 7, "filing_date": "2022-01-12" }, { "period": "2023-10-01", "regulatory_assets_under_management": 100000000.0, "total_employees": 6, "filing_date": "2023-05-05" }, { "period": "2024-10-01", "regulatory_assets_under_management": 250000000.0, "total_employees": 12, "filing_date": "2024-08-09" }, { "period": "2025-10-01", "regulatory_assets_under_management": 400000000.0, "total_employees": 12, "filing_date": "2025-05-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 416479222.0, "total_employees": 11, "filing_date": "2026-04-06" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Copper Technologies", "name_as_filed": "COPPER TECHNOLOGIES", "affiliated": false }, { "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/two-prime-inc-asheville-nc-316015.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 22, "fewer_than_5": false, "raum": 135281755.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 2049831.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 4, "fewer_than_5": false, "raum": 251760264.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 3, "fewer_than_5": false, "raum": 27387372.0 } ], "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/316015", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }