# Timber Creek Capital Management, LLC

> Timber Creek Capital Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 146220
- Filed as: TIMBER CREEK CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146220
- AdvisorCensus page: https://advisorcensus.com/firm/timber-creek-capital-management-llc-boston-ma-146220

## Quick answers

**How is Timber Creek Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Timber Creek Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Timber Creek Capital Management, LLC located?**
Timber Creek Capital Management, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Timber Creek Capital Management, LLC registered with the SEC or a state?**
Timber Creek Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146220.

**How much does Timber Creek Capital Management, LLC manage?**
Timber Creek Capital Management, LLC reports $636,827,527 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**How have Timber Creek Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Timber Creek Capital Management, LLC: Regulatory assets under management: $469,522,000 in the October 2021 data and $636,827,527 in the October 2026 data, up 36%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Timber Creek Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (10).

**Which custodians does Timber Creek Capital Management, LLC use?**
Timber Creek Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Timber Creek Capital Management, LLC 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/146220

**Does Timber Creek Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "As a condition for starting and maintaining a relationship, the Firm shall generally impose a minimum portfolio size of $2,000,000." "The Firm, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria including pre -existing family relationship, anticipated future earning capacity, anticipated future additional assets, or related accounts."

**What changed in Timber Creek Capital Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $549,213,358 to $636,827,527 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> As a condition for starting and maintaining a relationship, the Firm shall generally impose a minimum portfolio size of $2,000,000.

> The Firm, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria including pre -existing family relationship, anticipated future earning capacity, anticipated future additional assets, or related accounts.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $636,827,527
- Discretionary: $636,827,527
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,302,812 |
| High net worth individuals | 36 | $633,524,715 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, PA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [timbercreek-capital.com](https://timbercreek-capital.com)
- LinkedIn @timber-creek-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $469,522,000 | 5 | March 19, 2021 |
| October 2022 | $519,612,353 | 5 | March 11, 2022 |
| October 2023 | $421,688,286 | 4 | March 9, 2023 |
| October 2024 | $483,169,890 | 5 | March 13, 2024 |
| October 2025 | $549,213,358 | 5 | February 11, 2025 |
| October 2026 | $636,827,527 | 4 | April 20, 2026 |

Regulatory assets under management: $469,522,000 in the October 2021 data and $636,827,527 in the October 2026 data, up 36%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $549,213,358 to $636,827,527 (+16%).

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timber Creek Capital Management, LLC (CRD 146220): Form ADV filing data as of October 2026.