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 to individuals, high net worth clients, and business entities. The firm advises on equities, mutual funds, ETFs, variable annuities and options, and includes financial planning consulting at no additional cost to investment management clients.
The firm tailors strategies to each client and may use technical, fundamental, and quantitative analysis, deploying model portfolios available through AssetMark while monitoring and rebalancing portfolios on an ongoing basis. Twin Rivers manages accounts under discretionary authority and may utilize margin, option strategies, and short‑term trading as appropriate.
Noteworthy features include a small adviser team (two advisors) serving a limited client base of roughly 25 households and a practice that routinely requires clients to direct custody and trade execution through specific custodians (for example, AssetMark Trust or Interactive Brokers). The firm also arranges third‑party insurance consulting through a platform at no charge, has access to multiple custodial and model platforms, and discloses principal ownership of private investments that are not solicited to clients.
Client services
Expertise
Fee options
Up to 2% annually, 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 at Twin Rivers Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tone Capital, LLC and BB&T Capital Markets, LLC. Outside of his advisory work, he manages a family farm rental property. Twin Rivers Advisors, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of technical, fundamental, and quantitative analysis across various strategies, including option writing and margin trading, with a focus on ongoing monitoring and rebalancing.
Benjamin B
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Benjamin Bretz is a financial advisor with Twin Rivers Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at BB Tools, Toolman Hobbs, Coldwell Bankers Avenue, and Bb&T Securities, LLC. Twin Rivers Advisors, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of technical, fundamental, and quantitative analysis, offering both long- and short-term strategies with ongoing portfolio monitoring and rebalancing.
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