Twin Rivers Advisors, LLC

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Client assets under management

$14,903,524

Clients

40% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$596,141

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

Portfolio management

Expertise

Options & derivatives strategies Debt management Cash flow / budgeting

Fee options

Percentage

Up to 2% annually, negotiable

Main office location

Twin Rivers Advisors, LLC

101 E Broad Street

Blackstone VA 23824, United States

Number of offices

Most active in

Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (434) 264-3006

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.

Options & derivatives strategies Debt management Cash flow / budgeting

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.

Options & derivatives strategies Debt management Cash flow / budgeting

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