# Timothy L. Conner

> Timothy L. Conner is a state-registered investment advisory firm, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 7, 2025.

- CRD: 121661
- Filed as: TIMOTHY L. CONNER
- Legal name: Timothy Lee Conner
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: February 7, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121661
- AdvisorCensus page: https://advisorcensus.com/firm/timothy-l-conner-121661

## Quick answers

**How is Timothy L. Conner compensated?**
On its Form ADV (Item 5.E, October 2026), Timothy L. Conner reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Timothy L. Conner registered with the SEC or a state?**
Timothy L. Conner is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 121661.

**How much does Timothy L. Conner manage?**
Timothy L. Conner reports $7,228,625 in regulatory assets under management in its Form ADV filing dated February 7, 2025 (86% discretionary).

**Does Timothy L. Conner 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/121661

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,228,625
- Discretionary: $6,235,000
- Non-discretionary: $993,625

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $7,228,625 |

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

### Firm details
- Registered since: 2002 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timothy L. Conner (CRD 121661): Form ADV filing data as of October 2026.