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Twru Investment Advisors, LLC (Baton Rouge)


Twru Investment Advisors, LLC is a large advisory firm based in Baton Rouge. It manages $66.61 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Louisiana.

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Twru Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Twru Investment Advisors: assets under management

The assets under management (AUM) of Twru Investment Advisors, LLC is $66.61 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.74 million in discretionary accounts and $14.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $707.98 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Twru Investment Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kerry G Uffman Managing member & cco 1 Sep 2000 Other 4491398
Don W Brown Member 1 Sep 2000 Other 4491403
Stewart W Wilson Member 1 Sep 2000 Other 4491405
G Warren Bofinger. Jr Member 1 Sep 2000 Other 4491407
Walter L Simmons Member 1 Sep 2000 Other 4491411
Kerry Glen Uffman Managing member & cco 1 Sep 2000 Other 4491398
Don William Brown Member 1 Sep 2000 Other 4491403
Stewart William Wilson Member 1 Sep 2000 Other 4491405
Warren George Bofinger. Jr Member 1 Sep 2000 Other 4491407
Walter Louis Simmons Member 1 Sep 2000 Other 4491411

Based in Baton Rouge

The principal office where Twru Investment Advisors, LLC performs its advisory services is located at 527 E. Airport Ave, Baton Rouge, LA 70806, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 225-926-1050 or by fax 225-923-1808. The normal business hours are 8:00 - 5:00 central on Monday - Friday. You can find more information about the New York firm at www.twru.com.


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