# Timothy Partners, Ltd.

> 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.

- CRD: 41835
- Filed as: TIMOTHY PARTNERS, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maitland, FL
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/41835
- AdvisorCensus page: https://advisorcensus.com/firm/timothy-partners-ltd-maitland-fl-41835

## Quick answers

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

**Where is Timothy Partners, Ltd. located?**
Timothy Partners, Ltd.'s principal office is in Maitland, FL, according to its Form ADV.

**Is Timothy Partners, Ltd. registered with the SEC or a state?**
Timothy Partners, Ltd. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 41835.

**How much does Timothy Partners, Ltd. manage?**
Timothy Partners, Ltd. reports $2,862,241,624 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Timothy Partners, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Timothy Partners, Ltd. serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Timothy Partners, Ltd. 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/41835

**What changed in Timothy Partners, Ltd.'s recent Form ADV filings?**
In the October 2026 filing data: 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

### Regulatory assets under management (Item 5.F)
- Total: $2,862,241,624
- Discretionary: $2,862,241,624
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $2,862,241,624 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 1994 (32 years)
- Employees: 24 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- biblicalstewardship.org
- investedwithpurpose.org
- themastersplan.com
- timothyplan.com
- vimeo.com/timothyplan
- vimeo.com/user215763409
- Facebook @InvestedwithPurposePod
- Facebook @retirebiblically
- Instagram @investedwithpurposepodcast
- Instagram @timothy.plan
- LinkedIn @invested-with-purpose
- LinkedIn @retirebiblically
- LinkedIn @timothyplan
- TikTok @investedwithpurpose
- X @InvestedWi48392
- X @TimothyPlan
- YouTube @InvestedWithPurpose
- YouTube @timothyplan

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,489,689,823 | 24 | January 6, 2021 |
| October 2022 | $2,031,012,165 | 24 | March 15, 2022 |
| October 2023 | $1,992,156,561 | 22 | January 12, 2023 |
| October 2024 | $2,291,221,000 | 22 | January 11, 2024 |
| October 2025 | $2,627,135,000 | 22 | June 25, 2025 |
| October 2026 | $2,862,241,624 | 24 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timothy Partners, Ltd. (CRD 41835): Form ADV filing data as of October 2026.