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TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672File 801-11732
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.