JACKSONVILLE, FLCRD 105899Latest ADV March 19, 2026
Timucuan Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated March 19, 2026, reports $3.8B in regulatory assets under management, 10 employees, 2 offices, and 621 accounts.
Assets Under Management
$3.8B
Employees
10
Offices
2 offices
Total Clients
621
Primary office
JACKSONVILLE, FL
200 WEST FORSYTH STREET, SUITE 1600, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.3% of total clients.
Top client categories% of clientsClients
1
HNWI
92.3%
573
2
Individuals
2.9%
18
3
Charitable
2.4%
15
4
Corporations
1.4%
9
5
Pension Plans
0.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 19, 2026
Discretionary94.2%
$3.6B
94% of total RAUM94.2%
Non-discretionary5.8%
$221M
6% of total RAUM5.8%
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$3.8B
Total Accounts621
10Y AUM Change+$2.3B (+153.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee62:1
10Y Employee Change+1 (+11.1%)
* 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.