Twele Capital Management, Inc.
● SEC registered since 2007CRD 130239SEC# 801-67477Minnetonka, MN
Reg. AUM
$578.5M
Employees
4
Accounts
201
Location
Minnetonka, MN
Twele Capital Management, Inc. assets under management
Twele Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Minnetonka, MN. The firm has been registered since 2007. It reports $578.5 million in regulatory assets under management and employs 4 people.
Twele Capital Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Ivan Baranivsky Control | Principal | 10-25% | 2020 |
| John Anthony Twele Control | President & Chief Executive & Chief Compliance Officer | 25-50% | 2004 |
| Justin D Henne Control | Chief Investment Officer | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Twele Capital Management, Inc. manage?
Twele Capital Management, Inc. reports $578.5 million in regulatory assets under management on its Form ADV.
How many employees does Twele Capital Management, Inc. have?
Twele Capital Management, Inc. reports 4 employees.
Where is Twele Capital Management, Inc. located?
Twele Capital Management, Inc. is based in Minnetonka, MN and has been SEC-registered since 2007.
Does Twele Capital Management, Inc. disclose fund performance?
Twele Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5601 Smetana Drive, Suite 707, Minnetonka, MN 55343-9196 |
| Phone | 952 887 9253 |
| Fax | 952 938 5934 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1411268 |
| Discloses disciplinary history | No |
Regulatory AUM
$578.5M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$578.5Mregulatory AUM
Discretionary $578.5M