PORT JEFFERSON STATION, NYCRD 105672Latest ADV June 27, 2025
Timecapital Investor Advisory Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Port Jefferson Station, NY. Its latest Form ADV filing, dated June 27, 2025, reports $232M in regulatory assets under management, 2 employees, and 496 accounts.
Assets Under Management
$232M
Employees
2
Offices
--
Total Clients
222
Primary office
PORT JEFFERSON STATION, NY
ONE ROOSEVELT AVENUE, PORT JEFFERSON STATION, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.3% of total clients.
Top client categories% of clientsClients
1
Individuals
70.3%
156
2
HNWI
27.9%
62
3
Pension Plans
1.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of June 27, 2025
Discretionary53.2%
$123M
53% of total RAUM53.2%
Non-discretionary46.8%
$109M
47% of total RAUM46.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$232M
Total Accounts496
10Y AUM Change+$78M (+50.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee111:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.