WINSTON SALEM, NCCRD 150748Latest ADV February 10, 2026
Timonier is an SEC registered investment adviser organized as a corporation with a primary office location in Winston Salem, NC. Its latest Form ADV filing, dated February 10, 2026, reports $450M in regulatory assets under management, 8 employees, and 707 accounts.
Assets Under Management
$450M
Employees
8
Offices
--
Total Clients
198
Primary office
WINSTON SALEM, NC
121 REYNOLDA VILLAGE, SUITE B, WINSTON SALEM, NC, 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 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
100
2
Individuals
43.4%
86
3
Pension Plans
6.1%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$450Mas of February 10, 2026
Discretionary90.6%
$408M
91% of total RAUM90.6%
Non-discretionary9.4%
$42M
9% of total RAUM9.4%
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$450M
Total Accounts707
10Y AUM Change+$226M (+101.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee25:1
10Y Employee Change+2 (+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.