Twenty-First Tailored Solutions, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 30, 2026, reports $515M in regulatory assets under management, 1 employee, and 55 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIrrevocable Trusts/Estates represent 49.1% of total clients.
Top client categories% of clientsClients
1
Irrevocable Trusts/Estates
49.1%
27
2
HNWI
38.2%
21
3
Corporations
12.7%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$515Mas of January 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$515M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$515M
Total Accounts55
10Y AUM Change$-65M (-11.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee55:1
10Y Employee Change-5 (-83.3%)
* 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.