Twombly Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,632,921
Clients
41
Advisors
2
of 3 employees
About
Twombly Asset Management provides discretionary investment management to individuals, high-net-worth individuals, related trusts, charitable organizations, and business entities, generally targeting households at or above the firm’s $500,000 minimum. As of December 31, 2025, the firm managed approximately $54.7 million across 41 client relationships and operates with two advisors offering ongoing portfolio management and client reviews.
The firm seeks absolute returns through diversified, all-capitalization, multi-strategy portfolios of equities and fixed income, with tactical allocations driven by current economic data and an ability to blend value, growth, and momentum disciplines. Portfolio construction draws on quantitative optimization, technical analysis, computer models, and the use of ETFs for fixed-income exposure when appropriate; TAM also may engage in short-term trading and a range of options strategies for hedging and income.
Compared with many peers, TAM’s practice is relatively small in client count but has a higher average account balance per relationship, which supports individualized discretionary management. The brochure also discloses several operational and governance features that set the firm apart for a firm of its size: a requirement for prepayment of advisory fees (with custodian deduction authorization), detailed Code of Ethics procedures including pre-approval and timely execution of employee trades, and the explicit use of advanced options strategies (including short calls and puts, collars, and straddles) in client accounts.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,001 - $500,000: 1.00% $500,001 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.60%
Account minimum: $500,000 Fee-only: Asset-based fees only, no commissions; no performance fees
Main office
222 Northfield Road, Suite 200
Northfield IL 60093
Advisors at this office
2
Most active in
Illinois · Utah
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
Advisors at this firm
Benjamin W
Series 65
Northfield, IL
Twombly Asset Management LLC
Benjamin Williams is a financial advisor at Twombly Asset Management LLC with a Series 65 credential and two years of industry experience. His prior work includes roles in education and seasonal positions at Wilmette Sailing Beach. Twombly Asset Management is a small, fee-based investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm manages approximately $49.8 million in assets and employs a diversified, multi-strategy investment approach using equities, fixed income, and tactical overlays guided by economic data and both fundamental and technical analysis.
Margaret T
Series 63, Series 65
Northfield, IL
Twombly Asset Management LLC
Margaret Twombly is a financial advisor at Twombly Asset Management LLC with 28 years of industry experience. She has been with Twombly Asset Management since 2008. The firm provides discretionary portfolio management to individuals, high-net-worth clients, and related entities, using a diversified, multi-strategy approach that includes equities, fixed income, and tactical overlays informed by economic data.
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