Twelve Two Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management, comprehensive and project-based financial planning, and employee benefit plan services to individuals and employer plan sponsors. It manages roughly $6.4 million across about two dozen client relationships and delivers ongoing, discretionary portfolio oversight alongside implementation and client reporting through third‑party custodians.
The firm’s investment approach is primarily passive, constructing diversified portfolios using index mutual funds and exchange‑traded funds while applying fundamental and cyclical analysis to inform asset-allocation decisions and occasional security selection. Client relationships are structured around individualized investment policy statements and periodic reviews, with planning engagements that range from multi‑meeting comprehensive planning to limited, project‑based advice.
Noteworthy distinctions include the firm’s provision of pension consulting and ongoing employee benefit plan services—areas that are uncommon among similar solo independent advisers—paired with participant education and plan monitoring. The brochure also highlights that the principal is a CFP® professional with a recent master’s in taxation and concurrent employment at the Internal Revenue Service, which the firm cites as informing its tax‑aware planning and benefits‑optimization work; the firm additionally offers public and group educational seminars, sometimes on a pro‑bono basis.
Client services
Expertise
Fee options
Project Based Financial Planning fixed fees range from $400 to $5,000 depending on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.60%
Financial Planning hourly rates between $250 and $400 depending on complexity.
Fee-only: Comprehensive Financial Planning annual fees from $4,800 to $14,400 based on net worth; monthly fees from $400 to $1,200; Project Based Financial Planning fixed fees $400 to $5,000; hourly fees $250 to $400 per hour.
Main office
Brooklyn NY
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Twelve Two · Twelve Two Cap · Twelve Two Capital · Twelve Two Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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