# Timberline Investment Management, LLC

> Timberline Investment Management, LLC is a state-registered investment advisory firm, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 144525
- Filed as: TIMBERLINE INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144525
- AdvisorCensus page: https://advisorcensus.com/firm/timberline-investment-management-llc-144525

## Quick answers

**How is Timberline Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Timberline Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Timberline Investment Management, LLC registered with the SEC or a state?**
Timberline Investment Management, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 144525.

**How much does Timberline Investment Management, LLC manage?**
Timberline Investment Management, LLC reports $94,800,278 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (97% discretionary).

**What types of clients does Timberline Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (9).

**Does Timberline Investment 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144525

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $94,800,278
- Discretionary: $91,867,596
- Non-discretionary: $2,932,682

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,056,664 |
| High net worth individuals | 30 | $82,789,863 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,609,927 |
| Charitable organizations | Fewer than 5 | $675,452 |
| Other investment advisers | Fewer than 5 | $3,668,372 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- timberlineinvestment.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timberline Investment Management, LLC (CRD 144525): Form ADV filing data as of October 2026.