DT
David A. Twibell
KOVITZ INVESTMENT GROUP PARTNERS
Monument, CO
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CRD#: 4850302
DT
Professional summary
David Anthony Twibell, who also goes by David A. Twibell, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Monument, Colorado.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David A. Twibell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am currently the sole owner, president, chief compliance officer, and managing member of Custom Portfolio Group LLC (CPG). CPG is a Registered Investment Advisor, registered with the SEC. The firm's headquarters is located at 9800 Pyramid Court, Suite 302, Englewood, CO 80112.
CPG began operations in February 2011. I have held the offices and positions described above since CPG's inception.
I currently devote over 40 hours per week to CPG including, but not limited to, the hours of 8:00 am to 5:00 pm Mountain Time, Monday through Friday each week. My duties include meeting with clients, developing new business relationships, managing client investment portfolios, providing planning-related services to clients, managing CPG's office and employees, and serving as the firm's Chief Compliance Officer.
CRS (Client Relationship Summary) - RIA
Click below to view David Anthony Twibell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 1, 2025 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
Monument, CO
Past
November 1, 2024 - April 3, 2025
TRANSFORM WEALTH, LLC
RIA
CRD#: 283403
GREENWOOD VILLAGE, CO
Past
February 16, 2017 - August 15, 2017
STEELE CAPITAL MANAGEMENT, INC.
RIA
CRD#: 107097
Denver, CO
Past
September 7, 2010 - November 14, 2024
CUSTOM PORTFOLIO GROUP
RIA
CRD#: 154876
ENGLEWOOD, CO
Past
November 10, 2004 - January 21, 2005
FLAGSHIP CAPITAL MANAGEMENT, LLC
RIA
CRD#: 132597
COLORADO SPRINGS, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(4/1/2025)
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
