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TOEWS ASSET MANAGEMENT

Legal name: TOEWS CORPORATION

CRD 106304File 801-47765
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.04B
Above cohort median (national)
Discretionary AUM
$1.04B
Clients
129
129 accounts
Employees
20
Above cohort median in NJ

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Dec 9, 1994
Principal office
1750 ZION ROAD, SUITE 201, NORTHFIELD, NJ, 08225-1844
Phone
877-863-9726

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.04B
Discretionary AUM
$1.04B
Non-discretionary AUM
$0
Discretionary accounts
129
Non-discretionary accounts
0
Total accounts
129
AUM per client
$8.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$472K
Investment companies8$1.02B
Charitable organizationsFewer than 5$15K
High net worth individualsFewer than 5$3.4M
Individuals (other than high net worth individuals)113$13.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2220decreased by2
Apr 1, 2026Clients154129decreased by25
Apr 1, 2026AUM$945,114,686$1,037,481,484increased by$92,366,798
Apr 1, 2026Accounts154129decreased by25
May 1, 2025
vs Oct 1, 2022
Employees2122increased by1
May 1, 2025
vs Oct 1, 2022
CustodyNoYes
May 1, 2025
vs Oct 1, 2022
Clients278154decreased by124
May 1, 2025
vs Oct 1, 2022
AUM$1,257,119,962$945,114,686decreased by$312,005,276
May 1, 2025
vs Oct 1, 2022
Accounts278154decreased by124
Oct 1, 2022DisclosuresNoYes
Apr 1, 2022Clients313278decreased by35
Apr 1, 2022AUM$2,187,469,621$1,257,119,962decreased by$930,349,659
Apr 1, 2022Accounts503278decreased by225
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TOEWS ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOEWS ASSET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.