Timucuan Asset Management Inc
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 105899
- Registered since
- March 1, 1990
- Website
- www.timucuan.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI71.39%
- Pooled Investment Vehicles22.9%
- Corporations / Businesses2.68%
- Charitable Organizations2.57%
- Pension & Profit Sharing Plans0.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Timucuan Asset Management Inc. is a privately owned corporate RIA and hedge fund manager that has been SEC-registered since 1990. The firm operates as an independent investment manager and capital allocator serving both high‑net‑worth individuals/families and institutional clients. Its advisory mandate includes discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutions. Fee arrangements span percentage-of-AUM pricing, fixed fees, and performance-based compensation. Timucuan is active as a sponsor/GP and managing member of pooled vehicles, indicating it both allocates to and runs private investment structures. The firm was named to CNBC’s Top 100 Financial Advisory Firms list in 2019 and 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities82%
- Cash & Cash Equivalents13%
- US Government Bonds4%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2Dreama Vaughan
Chief Financial OfficerCRD 2010435
Michele Vadala
Chief Compliance OfficerCRD 2900920
Contacts
3 of 6James Moore
Vice PresidentCRD 5790877
Christopher Schmachtenberger
PresidentCRD 2678708

Dennis Blyly
Vice PresidentCRD 1521332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 1 Tower Ct
- Time zone
- ET (UTC-5)
- Office locations
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