Firm profile

TWIN CAPITAL MANAGEMENT INC

MCMURRAY, PACRD 104748Latest ADV March 30, 2026

Twin Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Mcmurray, PA. Its latest Form ADV filing, dated March 30, 2026, reports $838M in regulatory assets under management, 8 employees, and 65 accounts.

Assets Under Management
$838M
Employees
8
Offices
--
Total Clients
62
Primary office
MCMURRAY, PA
3244 WASHINGTON RD, SUITE 202, MCMURRAY, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJames D. Drake
CFOJames D. Drake

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.5% of total clients.
Top client categories% of clientsClients
1
HNWI
56.5%
35
2
Government
19.4%
12
3
Pension Plans
16.1%
10
4
Charitable
8.1%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$838Mas of March 30, 2026
Discretionary98.4%
$824M
98% of total RAUM98.4%
Non-discretionary1.6%
$13M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$838M
Total Accounts65
10Y AUM Change$-731M (-46.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee8:1
10Y Employee Change-1 (-11.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.