Timecapital Investor Advisory Services Inc

RIASEC RegisteredEst. 1976

Total AUM

$262M

Discretionary

$142M

54% of AUM

Avg account

$530K

Accounts

494

Employees

2

Advisory reps

4

Firm details

Headquarters: Port Jefferson Station, New York
CRD number: 105672
Registered since: July 29, 1976
Website: www.timecapital.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI82.37%
Individuals17.37%
Pension & Profit Sharing Plans0.26%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Timecapital Investor Advisory Services Inc is a corporate RIA that has been SEC-registered since 1976 and is owned by an individual. The firm bills clients on a percentage-of-assets-under-management basis and focuses on discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional clients. Timecapital reports an advisory relationship with a broker-dealer and is not listed as an active ESG investor, a pension consultant, or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities49%
Private Funds40%
Cash & Cash Equivalents11%

Contacts

3 of 4

Keith Butler
Executive DirectorCRD 6062206
Kerry Rothemich
Senior AccountantCRD 6990909
Joseph Stein
n/aCRD 2370641

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Port Jefferson Station, NY

Suffolk

Location

Port Jefferson Station, NY

Headquartered in Port Jefferson Station, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Suffolk
Address: 1 Roosevelt Ave
Time zone: ET (UTC-5)
Office locations

Similar firms

O'Hara Wealth Management Inc

Port Jefferson Station, NY

AUM $6.4MTEAM 1REPS 1

AG Dillon Asset Management LP

New York, NY

AUM $262MTEAM 1REPS 1

Spruce Point Capital Management, LLC

Riverhead, NY

AUM $262MTEAM 3REPS 2

5c Advisor

New York, NY

AUM $262MTEAM 29REPS 6

Room40 Capital LLC

New York, NY

AUM $262MTEAM 11REPS 3

Empery Asset Management, LP

New York, NY

AUM $262MTEAM 6REPS 2

More RIAs in Port Jefferson Station →All New York RIAs →