TIMOTHY PARTNERS, LTD.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.86B |
| Discretionary | $2.86B100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $2.86B |
| Employees | 24 |
| Peak AUM | $2.86BFeb 2026 |
| AUM CAGR | +17.2% /yrover 25 yrs · 33 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.9B | +8.9% | +12.5% | +13.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.86B |
| Discretionary | $2.86B |
| Employees | 24 |
| Client Accounts | 1 |
| Client Range | 0 |
Contact & Location
Address
1055 MAITLAND CENTER COMMONS
MAITLAND FL 32751
Phone
407-644-1986
Filing History
33 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-Dealer