Twin Rivers Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,903,524
Clients
25
Advisors
2
of 3 employees
About
Twin Rivers Advisors provides discretionary investment management and related financial planning consulting to individuals, high‑net‑worth clients, and business entities. The firm offers portfolio management across equities, mutual funds, ETFs, variable annuities and options, and states that financial planning consulting is included at no additional cost for investment management clients.
The firm describes a goal‑driven, tailored approach that sets asset allocation with ongoing monitoring and rebalancing, and it implements model portfolios through the AssetMark platform (using firm‑developed and AssetMark models). Twin Rivers uses a mix of technical, fundamental and quantitative analysis and may employ both long‑ and short‑term trading strategies as appropriate to client objectives.
Compared with many peers, Twin Rivers operates with a small advisory team (two advisors) serving about 25 clients and roughly $17.26 million in client assets, and it routinely requires clients to grant discretionary authority without permitting client restrictions. The brochure also discloses that the firm routinely directs brokerage to custodians such as AssetMark Trust or Interactive Brokers, may use margin and options (including option writing), and maintains a relationship with DPL Financial Partners for insurance consulting — features that may affect execution, custody and the range of strategies available.
Client services
Expertise
Fee options
Up to 2% annually, billed quarterly in advance, negotiable
Main office
101 E Broad Street
Blackstone VA 23824
Advisors at this office
2
Most active in
Virginia
Also doing business as
Hhi Investments, LLC · Twin Rivers Advisors, LLC · Twin Rivers Trading And Investment Group
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
Quick links
Advisors at this firm
Hunter I
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Hunter Irby is a financial advisor with Twin Rivers Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Tone Capital, LLC from 2016 to 2020. Outside of advising, he manages a family farm rental property. Twin Rivers Advisors provides discretionary investment management and financial planning consulting to individuals, high-net-worth clients, and business entities. The firm employs a goal-driven, tailored approach using technical, fundamental, and quantitative analysis, managing portfolios through the AssetMark platform with a small advisory team serving around 25 clients.
Benjamin B
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Benjamin Bretz is a financial advisor at Twin Rivers Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Twin Rivers Advisors since 2022. Prior to that, he worked in various roles at BB Tools, Toolman Hobbs, and Coldwell Bankers Avenue. Twin Rivers Advisors provides discretionary investment management and financial planning consulting primarily to individuals, high-net-worth clients, and business entities. The firm employs a goal-driven, tailored investment approach using a combination of technical, fundamental, and quantitative analysis, managing portfolios through the AssetMark platform.
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