|
⚲
|
| Timecapital Investor Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 105672 |
| SEC # | 801-11732 |
| CIK # | |
| AUM | $262.0 M (2026-06-30) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 631-331-1400 |
| Address | One Roosevelt Avenue Port Jefferson Station, NY 11776 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 45.5 |
| (b) Individuals (high net worth individuals) | 62 | 215.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 494 | 262.0 |
| By Discretionary | ||
| Discretionary | 256 | 142.1 |
| Non-Discretionary | 238 | 119.9 |
| Total | 494 | 262.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.0 | |
| Total | 494 | 262.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Semus Wealth Partners LLC
✚
|
FL | 0.3 |
|
Salus Financial Advisors LLC
✚
|
0.3 | |
|
Waterstone Financial Advisory LLC
✚
|
FL | 0.3 |
|
Stark Wealth Management LLC
✚
|
PA | 0.3 |
|
PFC Capital Group Inc
✚
|
CA | 0.3 |
|
Charleston Financial Advisors LLC
✚
|
SC | 0.3 |
|
Trippon Wealth Management Group LLC
✚
|
TX | 0.3 |
|
J Team Financial Inc
✚
|
TX | 0.3 |
|
Tandem Wealth Advisors LLC
✚
|
AZ | 0.3 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.3 |