# Timonier

> Timonier is an SEC-registered investment advisory firm in Winston Salem, NC, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 150748
- Filed as: TIMONIER
- Legal name: Timonier Family Office, Ltd.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winston Salem, NC
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150748
- AdvisorCensus page: https://advisorcensus.com/firm/timonier-winston-salem-nc-150748

## Quick answers

**How is Timonier compensated?**
On its Form ADV (Item 5.E, October 2026), Timonier reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Timonier located?**
Timonier's principal office is in Winston Salem, NC, according to its Form ADV.

**Is Timonier registered with the SEC or a state?**
Timonier is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150748.

**How much does Timonier manage?**
Timonier reports $450,303,587 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (91% discretionary).

**How have Timonier's assets and staff changed since 2021?**
In the Form ADV data for Timonier: Regulatory assets under management: $336,995,683 in the October 2021 data and $450,303,587 in the October 2026 data, up 34%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Timonier serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (100); individuals (other than high net worth individuals) (86); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Timonier use?**
Timonier'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 Timonier 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/150748

**What changed in Timonier's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $388,829,076 to $450,303,587 (+16%). Registered or notice-filed in SC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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: $450,303,587
- Discretionary: $407,988,515
- Non-discretionary: $42,315,072

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $25,511,687 |
| High net worth individuals | 100 | $382,476,828 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $42,315,072 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- timonier.com
- Facebook @TIMONIERWEALTH
- Instagram @timonier
- LinkedIn @TIMONIER-FAMILY-OFFICE-LTD-
- X @wealthtimonier

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $336,995,683 | 5 | March 29, 2021 |
| October 2022 | $409,045,432 | 5 | June 10, 2022 |
| October 2023 | $292,117,614 | 7 | March 31, 2023 |
| October 2024 | $338,986,163 | 7 | March 5, 2024 |
| October 2025 | $388,829,076 | 8 | March 12, 2025 |
| October 2026 | $450,303,587 | 8 | February 10, 2026 |

Regulatory assets under management: $336,995,683 in the October 2021 data and $450,303,587 in the October 2026 data, up 34%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $388,829,076 to $450,303,587 (+16%).
- Registered or notice-filed in SC.
- Updated its list of owners and control persons (Schedule A).

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timonier (CRD 150748): Form ADV filing data as of October 2026.