# Timucuan Asset Management Inc

> Timucuan Asset Management Inc is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 1990, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 105899
- Filed as: TIMUCUAN ASSET MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105899
- AdvisorCensus page: https://advisorcensus.com/firm/timucuan-asset-management-inc-jacksonville-fl-105899

## Quick answers

**How is Timucuan Asset Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Timucuan Asset Management Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Timucuan Asset Management Inc located?**
Timucuan Asset Management Inc's principal office is in Jacksonville, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Timucuan Asset Management Inc registered with the SEC or a state?**
Timucuan Asset Management Inc is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 105899.

**How much does Timucuan Asset Management Inc manage?**
Timucuan Asset Management Inc reports $3,805,034,702 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (94% discretionary).

**How have Timucuan Asset Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Timucuan Asset Management Inc: Regulatory assets under management: $2,395,435,315 in the October 2021 data and $3,805,034,702 in the October 2026 data, up 59%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Timucuan Asset Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (573); individuals (other than high net worth individuals) (18); charitable organizations (15).

**Which custodians does Timucuan Asset Management Inc use?**
Timucuan Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and Wells Fargo Bank, National Association as custodians holding 10% or more of its separately managed account assets.

**Does Timucuan Asset Management Inc 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/105899

**What changed in Timucuan Asset Management Inc's recent Form ADV filings?**
In the August 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
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- Wells Fargo Bank, National Association

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: $3,805,034,702
- Discretionary: $3,584,059,100
- Non-discretionary: $220,975,602

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $5,423,378 |
| High net worth individuals | 573 | $2,716,390,081 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $871,535,069 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $12,205,173 |
| Charitable organizations | 15 | $97,612,661 |
| Corporations or other businesses not listed above | 9 | $101,868,340 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1990 (36 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, FL, IN, LA, MA, MI, MN, NC, NJ, NV, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Lakewood Ranch, FL

### Websites listed on Form ADV (Item 1.I)
- timucuan.com
- LinkedIn @timucuan-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,395,435,315 | 10 | June 3, 2021 |
| October 2022 | $3,206,768,449 | 9 | March 29, 2022 |
| October 2023 | $2,666,246,993 | 11 | April 24, 2023 |
| October 2024 | $3,308,171,103 | 11 | May 7, 2024 |
| October 2025 | $3,858,348,604 | 11 | March 19, 2025 |
| October 2026 | $3,805,034,702 | 10 | July 1, 2026 |

Regulatory assets under management: $2,395,435,315 in the October 2021 data and $3,805,034,702 in the October 2026 data, up 59%.
Total employees: 10 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timucuan Asset Management Inc (CRD 105899): Form ADV filing data as of October 2026.