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 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
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 3
Brendan 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 15Active vs passive
$57.9M in ETFs
100%
$57.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $18.6M | 234,486 | 32.14% |
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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