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TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672File 801-11732
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$262.0M
Below cohort median (national)
Discretionary AUM
$142.1M
Non-discretionary $119.9M
Clients
217
494 accounts
Employees
2
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 29, 1976
- Principal office
- ONE ROOSEVELT AVENUE, PORT JEFFERSON STATION, NY, 11776
- Phone
- 631-331-1400
- Website
- HTTP://TIMECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $262.0M
- Discretionary AUM
- $142.1M
- Non-discretionary AUM
- $119.9M
- Discretionary accounts
- 256
- Non-discretionary accounts
- 238
- Total accounts
- 494
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $215.9M |
| Pension and profit sharing plans | 4 | $677K |
| Individuals (other than high net worth individuals) | 151 | $45.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 222 | 217 | decreased by5 |
| Jul 1, 2026 | AUM | $232,056,930 | $262,046,449 | increased by$29,989,519 |
| Jul 1, 2026 | Accounts | 496 | 494 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 238 | 222 | decreased by16 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $240,900,957 | $232,056,930 | decreased by$8,844,027 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 532 | 496 | decreased by36 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 270 | 238 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $230,753,052 | $240,900,957 | increased by$10,147,905 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 562 | 532 | decreased by30 |
| Jul 1, 2022 | AUM | $260,980,378 | $230,753,052 | decreased by$30,227,326 |
| Jul 1, 2022 | Accounts | 585 | 562 | decreased by23 |
| Jul 1, 2021 | Clients | 278 | 270 | decreased by8 |
| Jul 1, 2021 | AUM | $243,663,204 | $260,980,378 | increased by$17,317,174 |
| Jul 1, 2021 | Accounts | 615 | 585 | decreased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TIMECAPITAL INVESTOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TIMECAPITAL INVESTOR” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.