Thirteen Twenty Two Advisors, Llc
- Regulatory AUM
- $163M
- Discretionary
- $163M
- Clients
- 398
- Avg AUM / client
- $411K
- Accounts
- 743
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 355 | $98.6M | 60.3% |
| High net worth individuals | 27 | $43.2M | 26.4% |
| Pension and profit sharing plans | 14 | $21.5M | 13.2% |
| Charitable organizations | 2 | $250K | 0.15% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Randall W Sloan | Registered representative | Jan 2026 (1y) | ||
| Daniel Watkins | Registered representative | Jan 2026 (1y) | ||
| Heather Rae Bridges | Registered representative | Jan 2026 (1y) | ||
| Jonathan Christian Bridges | Registered representative | CFP | Jan 2026 (1y) | |
| Joseph Aaron Brownback | Registered representative | CFP CFA | Jan 2026 (1y) | |
| John Sidney Morrison | Registered representative | Jan 2026 (1y) | ||
| Kelly L. Francis | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1010 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 07/13/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $163M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗