Tim Looney Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Longwood, FL. Its latest Form ADV filing, dated March 11, 2026, reports $490M in regulatory assets under management, 4 employees, and 1,255 accounts.
Assets Under Management
$490M
Employees
4
Offices
--
Total Clients
505
Primary office
LONGWOOD, FL
2180 SR 434, SUITE 6140, LONGWOOD, FL, 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 segmentIndividuals represent 75.4% of total clients.
Top client categories% of clientsClients
1
Individuals
75.4%
381
2
HNWI
24.4%
123
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$490Mas of March 11, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$490M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$490M
Total Accounts1,255
10Y AUM Change+$303M (+161.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee126:1
10Y Employee Change0 (0.0%)
* 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.