Investment adviser · CRD 130239
TWELE CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
MINNETONKA, MN, United States · Form ADV filed Jan 6, 2026
- Regulatory AUM
- $578M Form ADV · Item 5.F
- Client accounts
- 201 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $456,760,473 | 79.0% |
| High-net-worth individuals | 37 | $95,570,731 | 16.5% |
| Individuals | 30 | $16,190,990 | 2.8% |
| Corporations & businesses | Fewer than 5 | $6,758,894 | 1.2% |
| Charities | Fewer than 5 | $2,088,142 | 0.4% |
| Other clients | Fewer than 5 | $1,085,829 | 0.2% |
Filing source
Form ADV 2037255 · Jan 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
5601 SMETANA DRIVE, SUITE 707MINNETONKA, MN, 55343-9196, United States
CRD 130239
Filing source
Form ADV 2037255 · Jan 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.