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Timpe & Timpe Financial Advisory Services, L.L.C.

Zionsville, INState-registered investment adviserCRD 132274

Filed as TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.

Timpe & Timpe Financial Advisory Services, L.L.C. is a state-registered investment advisory firm in Zionsville, IN, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

14 years
registered since 2012
$61,164,051
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Timpe & Timpe Financial Advisory Services, L.L.C. compensated?

On its Form ADV (Item 5.E, October 2026), Timpe & Timpe Financial Advisory Services, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Timpe & Timpe Financial Advisory Services, L.L.C. located?

Timpe & Timpe Financial Advisory Services, L.L.C.'s principal office is in Zionsville, IN, according to its Form ADV.

Is Timpe & Timpe Financial Advisory Services, L.L.C. registered with the SEC or a state?

Timpe & Timpe Financial Advisory Services, L.L.C. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 132274.

How much does Timpe & Timpe Financial Advisory Services, L.L.C. manage?

Timpe & Timpe Financial Advisory Services, L.L.C. reports $61,164,051 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

What types of clients does Timpe & Timpe Financial Advisory Services, L.L.C. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (39).

Does Timpe & Timpe Financial Advisory Services, L.L.C. 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/132274

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$61,164,051

$61,164,051 as of October 2026, filing dated April 7, 2026.

Discretionary: $61,164,051.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 94 Assets $19,754,675 (32%)
High net worth individuals
Clients 39 Assets $41,409,376 (68%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2012 (14 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
4 states or jurisdictions
FLILINOH

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
timpefas.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Timpe & Timpe Financial Advisory Services, L.L.C. (CRD 132274): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/timpe-and-timpe-financial-advisory-services-l-l-c-zionsville-in-132274