TIMOTHY CHARLES FINANCIAL, LLC

Overview

Timothy Charles Financial, LLC is an independent registered investment adviser that focuses on serving individual and family clients, along with small business owners. The firm delivers financial planning and portfolio management services and charges a mix of percentage-of-AUM, hourly, and fixed fees. The ADV indicates a clear preference for equity allocations, and the firm manages discretionary portfolios for its client base rather than operating as a capital allocator or pension consultant. Timothy Charles Financial does not position itself as an ESG-focused manager and is not described as a multi-state or newly formed adviser. Investment activity centers on separately managed accounts with an equity tilt. Given the firm’s mix of fee structures and client types, the practice appears set up to deliver tailored portfolios and financial planning to mid-sized private clients, blending liquid public-market exposures with access to external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices