TIMBER CREEK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 146220
- Registered since
- February 14, 2008
- Website
- www.timbercreek-capital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.48%
- Individuals0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Timber Creek Capital Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2008. The firm is owned by an individual and positions itself as a capital allocator serving primarily individual and family clients. Its advisory model combines financial planning with discretionary portfolio management across individual, small business and institutional relationships, and it also performs selection of other advisers when appropriate. Compensation is billed as a percentage of assets under management. Timber Creek does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm’s service mix emphasizes tailored portfolio oversight and adviser selection alongside standard planning services rather than broad institutional consulting or pension work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Investment Grade Corp Bonds13%
- State & Local Bonds10%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 3BRENDAN CLUNE
Associate DirectorCRD 6680008
THOMAS BRENNECKE
Managing MemberCRD 1009530
JOHN BRENNECKE
Managing MemberCRD 5481933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$68M in ETFs
100%
$68M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $21.7M | 233,759 | 31.88% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 44 School St
- Time zone
- ET (UTC-5)
- Office locations
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