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TIMUCUAN ASSET MANAGEMENT INC

CRD 105899File 801-36461
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.81B
Top 25% of cohort (national)
Discretionary AUM
$3.58B
Non-discretionary $221.0M
Clients
621
621 accounts
Employees
10
Top 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Mar 1, 1990
Principal office
1 TOWER COURT, SUITE 600, JACKSONVILLE, FL, 32202
Phone
904-356-1739

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.81B
Discretionary AUM
$3.58B
Non-discretionary AUM
$221.0M
Discretionary accounts
582
Non-discretionary accounts
39
Total accounts
621
AUM per client
$6.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other9$101.9M
Charitable organizations15$97.6M
High net worth individuals573$2.72B
Pooled investment vehicles1$871.5M
Pension and profit sharing plans5$12.2M
Individuals (other than high net worth individuals)18$5.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.