{ "crd_number": 41835, "slug": "timothy-partners-ltd-maitland-fl-41835", "primary_business_name": "TIMOTHY PARTNERS, LTD.", "legal_name": "TIMOTHY PARTNERS, LTD.", "dbas": [], "city": "Maitland", "state": "FL", "country": "United States", "cbsa_code": "36740", "metro": { "cbsa_code": "36740", "common_name": "Orlando", "msa_name": "Orlando-Kissimmee-Sanford, FL", "path": "/advisors/fl/orlando" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1994-02-07", "years_registered": 32, "period": "2026-10-01", "filing_date": "2026-09-14", "carried_forward": false, "raum_total": 2862241624.0, "raum_discretionary": 2862241624.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 24, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "investment_companies": { "raum": 2862241624.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_investment_companies" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "PR", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://biblicalstewardship.org", "https://facebook.com/InvestedwithPurposePod", "https://facebook.com/retirebiblically", "https://instagram.com/investedwithpurposepodcast", "https://instagram.com/timothy.plan", "https://investedwithpurpose.org", "https://linkedin.com/company/invested-with-purpose", "https://linkedin.com/company/retirebiblically", "https://linkedin.com/company/timothyplan", "https://themastersplan.com", "https://tiktok.com/@investedwithpurpose", "https://timothyplan.com", "https://vimeo.com/timothyplan", "https://vimeo.com/user215763409", "https://x.com/InvestedWi48392", "https://x.com/TimothyPlan", "https://youtube.com/@InvestedWithPurpose", "https://youtube.com/@timothyplan" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/41835", "city_as_filed": "MAITLAND", "url": "https://advisorcensus.com/firm/timothy-partners-ltd-maitland-fl-41835", "display_name": "Timothy Partners, Ltd.", "summary": "Timothy Partners, Ltd. is an SEC-registered investment advisory firm in Maitland, FL, registered since 1994, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.", "citation": "AdvisorCensus. Timothy Partners, Ltd. (CRD 41835): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for investment companies (and business development companies)" ], "quick_answers": [ { "q": "How is Timothy Partners, Ltd. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Timothy Partners, Ltd. reports these compensation arrangements: a percentage of assets under its management." }, { "q": "Where is Timothy Partners, Ltd. located?", "a": "Timothy Partners, Ltd.'s principal office is in Maitland, FL, according to its Form ADV." }, { "q": "Is Timothy Partners, Ltd. registered with the SEC or a state?", "a": "Timothy Partners, Ltd. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 41835." }, { "q": "How much does Timothy Partners, Ltd. manage?", "a": "Timothy Partners, Ltd. reports $2,862,241,624 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)." }, { "q": "How have Timothy Partners, Ltd.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Timothy Partners, Ltd.: Regulatory assets under management: $1,489,689,823 in the October 2021 data and $2,862,241,624 in the October 2026 data, up 92%. Total employees: 24 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Timothy Partners, Ltd. serve?", "a": "By number of clients on Form ADV Item 5.D: investment companies (1)." }, { "q": "Does Timothy Partners, Ltd. 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/41835" }, { "q": "What changed in Timothy Partners, Ltd.'s recent Form ADV filings?", "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1489689823.0, "total_employees": 24, "filing_date": "2021-01-06" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2031012165.0, "total_employees": 24, "filing_date": "2022-03-15" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1992156561.0, "total_employees": 22, "filing_date": "2023-01-12" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2291221000.0, "total_employees": 22, "filing_date": "2024-01-11" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2627135000.0, "total_employees": 22, "filing_date": "2025-06-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2862241624.0, "total_employees": 24, "filing_date": "2026-09-14" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/timothy-partners-ltd-maitland-fl-41835.md", "clients": [ { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 2862241624.0 } ], "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/41835", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }