Twinspan Capital Management, LLC (Atlanta)

Twinspan Capital Management, LLC is an adviser based in Atlanta. It manages $77.64 million of regulatory assets for 571 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Georgia, Missouri, and North Carolina.

Twinspan Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Twinspan Capital Management: assets under management

The assets under management (AUM) of Twinspan Capital Management, LLC is $77.64 million. The firm's AUM has grown by 1706% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.58 million in discretionary accounts and $68.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $133.97 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Twinspan Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Twinspan Capital Management, LLC

Twinspan Capital Management, LLC is owned by Mary Welch Rogers. Frederick John Barton has been acting as President since 1 Jan 2003. Charles Alessandro joined the executive team most recently as the Senior Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick John Barton	President	1 Jan 2003	75% - 100%	1188407
Llc Barton Asset Management	Owner	1 Jan 2003	25% - 50%	42-1559489
Charles Alessandro	Senior director	1 Jun 2005	Other	844503
Mary Welch Rogers	Owner	1 Jun 2005	Other	5010561
Kevin Johnson	Owner	1 Jun 2005	25% - 50%	5010610
Kevin Mc Carthy Johnson	Owner	1 Jun 2005	25% - 50%	5010610
Margaret Carrere Johnson	Owner	1 Jun 2005	25% - 50%	5010610

Based in Atlanta

The principal office where Twinspan Capital Management, LLC performs its advisory services is located at 2556 Apple Valley Rd., Atlanta, GA 30319 5426, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.