A complete list of active advisors currently associated with Twelve Two Capital LLC

Warmer can help you find a great advisor at Twelve Two Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Twelve Two Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.