$837.8M Total AUM
$824.4M Disc. AUM
1.8% 3Y CAGR
8 Employees
68 ADV. Clients
36 yrs Firm Age
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- Custodian
- BNY Mellon · PNC · Prudential · State Street · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-1990
- Office Locations
- 1
Office Locations
3244 Washington RD Suite 202 Mcmurray PA
About Twin Capital Management INC
Twin Capital Management INC is a Mcmurray-based RIA. The firm has been operating for 36 years. Managing $837.8M in total assets under management, with 4 advisory representatives. They custody assets with BNY Mellon and PNC.
Team overview
-- AVG AGE
$209.4M AVG AUM / ADVISOR
$12.3M AVG AUM / CLIENT
32.1 yrs AVG TENURE
8 Employees
4 Advisory Reps
0 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
G
GEOFFREY GERBER
Chief Investment Officer, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
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J
JAMES DORR DRAKE
Chief Compliance Officer, Chief Financial Officer, Chief Investment Officer, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $824,428,081 | $13,973,357 |
| Non-Discretionary | $13,364,209 | $2,227,368 |
| Total | $837,792,290 | $12,889,112 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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