T
Twenty First Investors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,000,000
Clients
20
20% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$850,000
About
The firm provides fee-based portfolio management and independent investment research primarily for high-net-worth individuals, families, trusts, and IRAs, servicing a small number of accounts. In addition to retail and trust business, the firm also manages institutional accounts, a service that is uncommon among similar independent, solo advisory firms.
Investment programs are built using an asset-allocation approach across equities, fixed income, money market, real estate, utilities, energy, commodities, and gold, with a preference for ETFs and no-load mutual funds. The adviser applies fundamental and technical analysis alongside a proprietary forecasting system to set risk-based allocations and guide trading decisions.
Distinctive for a firm of this size, the adviser’s background in data analysis, statistical training, and computer science informs its proprietary forecasting and research processes, and the firm publishes a monthly Market Forecast newsletter available to non-managed individual and institutional subscribers. The firm manages client accounts on a discretionary basis, relies on third‑party custodians with fee-deduction safeguards, and does not offer performance-based fee arrangements or vote client proxies.
Client services
Portfolio management
Expertise
Passive / index investing
Wealth management
Fee options
Less than $1 Million - $1,000,000: 1.3% Over $1.0 Million - $2,500,000: 1.0% Over $2.5 Million - $5,000,000: 0.8% Over $5 Million+: 0.5%
Investment advisory newsletter "Market Forecast" available for $150 annual subscription (free for asset management clients)
Account minimum: $500,000 to $1,000,000, but it can vary Fee-only: Fee based solely on percentage of assets under management; no commissions
Main office location
Twenty First Investors
Elkton VA, United States
Number of offices
2
Most active in
Twenty First Investors has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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