Timber Creek Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 20, 2026, reports $637M in regulatory assets under management, 4 employees, and 235 accounts.
Assets Under Management
$637M
Employees
4
Offices
--
Total Clients
46
Primary office
BOSTON, MA
44 SCHOOL STREET, SUITE 410, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.3% of total clients.
Top client categories% of clientsClients
1
HNWI
78.3%
36
2
Individuals
21.7%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$637Mas of April 20, 2026
Discretionary100.0%
$637M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$637M
Total Accounts235
10Y AUM Change+$266M (+71.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee12:1
10Y Employee Change-3 (-42.9%)
* 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.