# Twombly Asset Management LLC

> Twombly Asset Management LLC is a state-registered investment advisory firm in Northfield, IL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 151610
- Filed as: TWOMBLY ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Northfield, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151610
- AdvisorCensus page: https://advisorcensus.com/firm/twombly-asset-management-llc-northfield-il-151610

## Quick answers

**How is Twombly Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Twombly Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Twombly Asset Management LLC located?**
Twombly Asset Management LLC's principal office is in Northfield, IL, according to its Form ADV.

**Is Twombly Asset Management LLC registered with the SEC or a state?**
Twombly Asset Management LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 151610.

**How much does Twombly Asset Management LLC manage?**
Twombly Asset Management LLC reports $54,671,776 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary).

**What types of clients does Twombly Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (13); charitable organizations (1).

**Does Twombly 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/151610

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $54,671,776
- Discretionary: $53,512,921
- Non-discretionary: $1,158,855

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $4,624,128 |
| High net worth individuals | 28 | $50,008,793 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $38,855 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twombly Asset Management LLC (CRD 151610): Form ADV filing data as of October 2026.