Fee-only adviser · Northfield, IL
Twombly Asset Management LLC
Twombly Asset Management LLC is a fee-only investment adviser registered with the securities regulators of Illinois, Utah, with its main office in Northfield, Illinois. On its latest Form ADV, filed March 31, 2026, it reports $55M in regulatory assets under management, 41 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois, Utah |
|---|---|
| Firm CRD number | 151610 · SEC file 801-70624 |
| Office | 222 Northfield Road Suite 200 Northfield, IL 60093 |
| Phone | (847) 256-0900 |
| Website | Not listed |
| Regulatory assets under management | $55M ($54M discretionary) |
| Individual clients | 13 non-high-net-worth, 28 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Northfield
- Moller Wealth Partners $756M
- Marcus Capital, LLC $129M
- Engage Wealth Group, LLC $120M
- Ardor Investment Management Consulting $1.9M
- Certitude Advisors, LLC $86M
- Kenney Investments Inc $328M
See all 7 fee-only advisers in Northfield →
Nearby
- Winnetka 8 firms
- Glencoe 1 firm
- Wilmette 2 firms
- Glenview 3 firms
- Evanston 5 firms
- Northbrook 17 firms
- Skokie 3 firms
- Highland Park 1 firm
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