{ "crd_number": 170067, "slug": "timberlink-llc-johns-creek-ga-170067", "primary_business_name": "TIMBERLINK LLC", "legal_name": "TIMBERLINK LLC", "dbas": [], "city": "Johns Creek", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2014-05-16", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-01-16", "carried_forward": false, "raum_total": 594011.0, "raum_discretionary": 0.0, "raum_non_discretionary": 594011.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "pension_profit_sharing": { "raum": 594011.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly" ], "advisory_activities": [ "pension_consulting", "portfolio_management_businesses_institutional", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA" ], "websites": [ "https://timberlink.net" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170067", "city_as_filed": "JOHNS CREEK", "url": "https://advisorcensus.com/firm/timberlink-llc-johns-creek-ga-170067", "display_name": "Timberlink LLC", "summary": "Timberlink LLC is an SEC-registered investment advisory firm in Johns Creek, GA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.", "citation": "AdvisorCensus. Timberlink LLC (CRD 170067): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Timberlink LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Timberlink LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Timberlink LLC located?", "a": "Timberlink LLC's principal office is in Johns Creek, GA, according to its Form ADV." }, { "q": "Is Timberlink LLC registered with the SEC or a state?", "a": "Timberlink LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170067." }, { "q": "How much does Timberlink LLC manage?", "a": "Timberlink LLC reports $594,011 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (0% discretionary)." }, { "q": "How have Timberlink LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Timberlink LLC: Regulatory assets under management: $1,848,090,160 in the October 2021 data and $594,011 in the October 2026 data, down 100%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "Which custodians does Timberlink LLC use?", "a": "Timberlink LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Truist Bank as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Timberlink LLC report any disciplinary disclosures?", "a": "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/170067" }, { "q": "What changed in Timberlink LLC's recent Form ADV filings?", "a": "In the February 2026 filing data: Regulatory assets under management went from $821,466 to $594,011 (-28%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1848090160.0, "total_employees": 2, "filing_date": "2021-03-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 107486511.0, "total_employees": 2, "filing_date": "2022-03-07" }, { "period": "2023-10-01", "regulatory_assets_under_management": 83560220.0, "total_employees": 2, "filing_date": "2023-03-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 84991395.0, "total_employees": 2, "filing_date": "2024-03-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 821466.0, "total_employees": 2, "filing_date": "2025-02-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 594011.0, "total_employees": 2, "filing_date": "2026-01-16" } ], "recent_changes": [ { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Regulatory assets under management went from $821,466 to $594,011 (-28%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Truist Bank", "name_as_filed": "TRUIST BANK", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/timberlink-llc-johns-creek-ga-170067.md", "clients": [ { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 594011.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170067", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }