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| Keyboard |
| Tim Looney Investments LLC
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|---|---|
| CRD # | 164413 |
| SEC # | 801-76731 |
| CIK # | |
| AUM | 490.3 M (2026-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 407-331-6961 |
| Address | 2180 Sr 434 Longwood, FL 32779 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 381 | 128.9 |
| (b) Individuals (high net worth individuals) | 123 | 361.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,255 | 490.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,255 | 490.3 |
| Total | 1,255 | 490.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 490.3 | |
| Total | 1,255 | 490.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tyler Street Capital
✚
|
MA | 491.5 M |
|
IF Advisors LLC
✚
|
491.4 M | |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 491.2 M |
|
Maryland Capital Advisors Inc
✚
|
MD | 490.8 M |
|
Redstone Advisors Inc
✚
|
KS | 490.6 M |
|
Cypress Financial Planning LLC
✚
|
NJ | 490.4 M |
|
Daher Capital Group LLC
✚
|
FL | 490.0 M |
|
MNS Financial Management LLC
✚
|
FL | 489.2 M |
|
Postrock Partners LLC
✚
|
KS | 489.1 M |
|
Acorn Creek Capital LLC
✚
|
CO | 488.7 M |