# Timecapital Investor Advisory Services Inc

> Timecapital Investor Advisory Services Inc is an SEC-registered investment advisory firm in Port Jefferson Station, NY, registered since 1976, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 105672
- Filed as: TIMECAPITAL INVESTOR ADVISORY SERVICES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Port Jefferson Station, NY
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105672
- AdvisorCensus page: https://advisorcensus.com/firm/timecapital-investor-advisory-services-inc-port-jefferson-station-ny-105672

## Quick answers

**How is Timecapital Investor Advisory Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Timecapital Investor Advisory Services Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Timecapital Investor Advisory Services Inc charge?**
Its Form ADV Part 2A brochure dated June 30, 2026 states: Asset-based fee: up to 3% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Timecapital Investor Advisory Services Inc located?**
Timecapital Investor Advisory Services Inc's principal office is in Port Jefferson Station, NY, according to its Form ADV.

**Is Timecapital Investor Advisory Services Inc registered with the SEC or a state?**
Timecapital Investor Advisory Services Inc is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 105672.

**How much does Timecapital Investor Advisory Services Inc manage?**
Timecapital Investor Advisory Services Inc reports $262,046,449 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (54% discretionary).

**How have Timecapital Investor Advisory Services Inc's assets and staff changed since 2021?**
In the Form ADV data for Timecapital Investor Advisory Services Inc: Regulatory assets under management: $260,980,378 in the October 2021 data and $262,046,449 in the October 2026 data, unchanged. 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.

**What types of clients does Timecapital Investor Advisory Services Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (151); high net worth individuals (62); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Timecapital Investor Advisory Services Inc use?**
Timecapital Investor Advisory Services Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Timecapital Investor Advisory Services Inc 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/105672

**What changed in Timecapital Investor Advisory Services Inc's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $232,056,930 to $262,046,449 (+13%).

## 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 June 30, 2026)

- Asset-based fee: up to 3% of assets a year (the maximum the brochure states)

> We charge an annual advisory fee of up to 3% of assets under management. Advisory fees are negotiable.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions 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: $262,046,449
- Discretionary: $142,134,125
- Non-discretionary: $119,912,324

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 151 | $45,515,177 |
| High net worth individuals | 62 | $215,854,469 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $676,803 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1976 (50 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CT, FL, NC, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [timecapital.com](https://timecapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $260,980,378 | 2 | June 30, 2021 |
| October 2022 | $230,753,052 | 2 | June 30, 2022 |
| October 2023 | $240,331,379 | 1 | June 30, 2023 |
| October 2024 | $240,900,957 | 2 | June 27, 2024 |
| October 2025 | $232,056,930 | 2 | June 27, 2025 |
| October 2026 | $262,046,449 | 2 | June 30, 2026 |

Regulatory assets under management: $260,980,378 in the October 2021 data and $262,046,449 in the October 2026 data, unchanged.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $232,056,930 to $262,046,449 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timecapital Investor Advisory Services Inc (CRD 105672): Form ADV filing data as of October 2026.