# TWEDDELL GOLDBERG INVESTMENT MANAGEMENT

TWEDDELL GOLDBERG INVESTMENT MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 141634
- Type: SEC-registered investment adviser
- SEC file number: 801-81194
- Phone: 209-536-9734
- Latest filing: 2026-07-28
- Regulatory AUM: $96.9M
- Discretionary AUM: $46.4M
- Non-discretionary AUM: $50.5M
- Clients: 2
- Accounts: 114

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jerold N Tweddell | CEO, MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Peter Gibbs Kendall | PRESIDENT AND MEMBER | — |
| TWEDDELL JEROLD N | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| GOLDBERG STEVEN TOBIAS | MEMBER; PRINCIPAL | — |
| TWEDDELL JEROLD | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| KINDER KIRK WILLIAM | FINANCIAL ADVISER | — |
| KENDALL PETER GIBBS | MEMBER | — |
| Jerold (N) Tweddell | CEO, MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141634/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141634/similar
- Related entities: https://search.stillhousedata.com/firm/141634/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141634

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.