TWENTYTHREE ADVISORY

Overview

Twentythree Advisory is a privately owned limited liability advisory focused on portfolio management for individuals and small businesses. The firm bills on a percentage-of-AUM basis and shows a clear preference for public equities as the engine of client portfolios. Filings indicate Twentythree Advisory is not an active ESG investor and does not operate as a multi-state adviser; it was registered with the SEC in 2025 and is classified as an individual-owner, unclassified advisory. Investment activity centers on liquid, listed securities with equity exposure dominant across client accounts. The firm allocates capital to third-party alternatives — specifically private placements and real estate — to supplement its public market exposure. Management arrangements appear to be a mix of discretionary and non-discretionary relationships, with a greater share of assets under non-discretionary oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices