WALLINGFORD, CTCRD 127346Latest ADV January 27, 2026
Toomey Investment Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wallingford, CT. Its latest Form ADV filing, dated January 27, 2026, reports $321M in regulatory assets under management, 3 employees, and 871 accounts.
Assets Under Management
$321M
Employees
3
Offices
--
Total Clients
1,302
Primary office
WALLINGFORD, CT
420 CENTER STREET, 1ST FLOOR, WALLINGFORD, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.3% of total clients.
Top client categories% of clientsClients
1
Individuals
93.3%
1,215
2
HNWI
5.8%
76
3
Pension Plans
0.5%
6
4
Charitable
0.2%
3
5
Corporations
0.2%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$321Mas of January 27, 2026
Discretionary98.1%
$315M
98% of total RAUM98.1%
Non-discretionary1.9%
$6M
2% of total RAUM1.9%
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.
Total AUM$321M
Total Accounts871
10Y AUM Change+$220M (+219.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee434:1
10Y Employee Change+1 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2018. Charts show the most recent available filing segment under this CRD.
* 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.