# TWIN OAK ETF COMPANY

TWIN OAK ETF COMPANY of WELLESLEY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 330365
- Type: SEC-registered investment adviser
- SEC file number: 801-130584
- Location: 888 WORCESTER ST, SUITE 200, WELLESLEY, MA, 02482
- Phone: 617-402-5495
- Latest filing: 2026-05-28
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 6
- Accounts: 5

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| JOHN CHRISTIAN DOWNING | CHIEF INVESTMENT OFFICER | Boston, MA |
| Brian Thomas Mackenzie | CHIEF COMPLIANCE OFFICER | — |
| Zachary Carl Wainwright | CEO; CEO/CCO; MANAGING MEMBER (+1 more) | — |
| Adam Matthew Meyer | CHIEF OPERATING OFFICER; TRUSTEE | — |
| WAINWRIGHT ZACHARY CARL | CEO/CCO; MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330365/similar
- Related entities: https://search.stillhousedata.com/firm/330365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330365

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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.