Timber Creek Capital Management, LLC

RIASEC RegisteredEst. 2008
Total AUM
$637M
Discretionary
$637M
100% of AUM
Avg account
$2.7M
Accounts
235
Employees
4
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
146220
Registered since
February 14, 2008
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

FINTRX

Overview

Timber Creek Capital Management, LLC is an independent SEC-registered investment adviser organized as an LLC and operating since 2008. The firm functions primarily as a discretionary portfolio manager and financial planner for individuals and families, and it also manages portfolios for small businesses and other institutions. Timber Creek serves as a capital allocator and will select outside managers when appropriate. Its fee model is a percentage of assets under management. Per its filings, Timber Creek does not market itself as an active ESG investor and is not registered as a multi-state adviser. Advisory services listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Ownership is individual rather than institutional, which aligns with its positioning as a boutique, client-focused RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Investment Grade Corp Bonds 13%, State & Local Bonds 10%, Non-Exchange Traded Equities 2%, Cash & Cash Equivalents 2%73%
  • Exchange Traded Equities73%
  • Investment Grade Corp Bonds13%
  • State & Local Bonds10%
  • Non-Exchange Traded Equities2%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Brendan Clune

    Brendan Clune

    Associate DirectorCRD 6680008

  • Thomas Brennecke

    Thomas Brennecke

    Managing MemberCRD 1009530

  • John Brennecke

    John Brennecke

    Managing MemberCRD 5481933

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 15

Active vs passive

$57.9M in ETFs

Passive

100%

$57.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD MINISHARES TRUST (GLDM)State StreetPassiveCommodities Focused$18.6M234,48632.14%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth