Firm profile

TOEWS ASSET MANAGEMENT

NORTHFIELD, NJCRD 106304Latest ADV March 26, 2026

Toews Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Northfield, NJ. Its latest Form ADV filing, dated March 26, 2026, reports $1.0B in regulatory assets under management, 20 employees, 1 office, and 129 accounts.

Assets Under Management
$1.0B
Employees
20
Offices
1 office
Total Clients
129
Primary office
NORTHFIELD, NJ
1750 ZION ROAD, SUITE 201, NORTHFIELD, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOPhillip R. Toews
CCOYu Jin Kim

Advisory services offered

4 types reported
Educational seminars/workshops
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
113
2
Investment Cos.
6.2%
8
3
HNWI
3.1%
4
4
Corporations
2.3%
3
5
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.0Bas of March 26, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Latest AUM$1.0B
Total Accounts129
10Y AUM Change$-546M (-34.5%)

Employee Growth by Quarter

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

Total Employees20
Clients per Employee6:1
10Y Employee Change+2 (+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.