# Two Prime Inc.

> 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.

- CRD: 316015
- Filed as: TWO PRIME INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Asheville, NC
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316015
- AdvisorCensus page: https://advisorcensus.com/firm/two-prime-inc-asheville-nc-316015

## Quick answers

**How is Two Prime Inc. compensated?**
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.

**Where is Two Prime Inc. located?**
Two Prime Inc.'s principal office is in Asheville, NC, according to its Form ADV.

**Is Two Prime Inc. registered with the SEC or a state?**
Two Prime Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316015.

**How much does Two Prime Inc. manage?**
Two Prime Inc. reports $416,479,222 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (52% discretionary).

**How have Two Prime Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Two Prime Inc. serve?**
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).

**Which custodians does Two Prime Inc. use?**
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.

**Does Two Prime 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/316015

**What changed in Two Prime Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Copper Technologies
- Fidelity Brokerage Services LLC

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: $416,479,222
- Discretionary: $215,378,836
- Non-discretionary: $201,100,386

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 22 | $135,281,755 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,049,831 |
| Other investment advisers | 4 | $251,760,264 |
| Corporations or other businesses not listed above | 3 | $27,387,372 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- twoprime.com
- twoprime.io
- Facebook @TwoPrimeAbundance
- LinkedIn @two-prime-digital-assets
- X @Two_Prime

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | September 22, 2021 |
| October 2022 | $115,000,000 | 7 | January 12, 2022 |
| October 2023 | $100,000,000 | 6 | May 5, 2023 |
| October 2024 | $250,000,000 | 12 | August 9, 2024 |
| October 2025 | $400,000,000 | 12 | May 27, 2025 |
| October 2026 | $416,479,222 | 11 | April 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Two Prime Inc. (CRD 316015): Form ADV filing data as of October 2026.
