# Mytimeequity

> Mytimeequity is an SEC-registered investment advisory firm in Plano, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 316917
- Filed as: MYTIMEEQUITY
- Legal name: Mytimeequity, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316917
- AdvisorCensus page: https://advisorcensus.com/firm/mytimeequity-plano-tx-316917

## Quick answers

**How is Mytimeequity compensated?**
On its Form ADV (Item 5.E, October 2026), Mytimeequity reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Mytimeequity located?**
Mytimeequity's principal office is in Plano, TX, according to its Form ADV.

**Is Mytimeequity registered with the SEC or a state?**
Mytimeequity is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 316917.

**How much does Mytimeequity manage?**
Mytimeequity reports $183,983,000 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Mytimeequity serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (395); individuals (other than high net worth individuals) (108); pooled investment vehicles (other than investment companies and business development companies) (6).

**Which custodians does Mytimeequity use?**
Mytimeequity's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Mytimeequity report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316917

**Does Mytimeequity state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "MyTimeEquity generally requires a minimum initial investment or account balance of $5,000 for advisory accounts."

**What changed in Mytimeequity's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: $5,000

> MyTimeEquity generally requires a minimum initial investment or account balance of $5,000 for advisory accounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $183,983,000
- Discretionary: $183,983,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $9,000,000 |
| High net worth individuals | 395 | $157,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $16,483,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 3 | $1,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, MA, NC, NJ, OH, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mytimeequity.com
- Facebook @My-Time-Equity
- LinkedIn @mytimeequity
- YouTube @MyTimeEquity

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mytimeequity (CRD 316917): Form ADV filing data as of October 2026.