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TIMONIER
Legal name: TIMONIER FAMILY OFFICE, LTD.
CRD 150748File 801-70341
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$450.3M
Above cohort median (national)
Discretionary AUM
$408.0M
Non-discretionary $42.3M
Clients
198
707 accounts
Employees
8
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 29, 2009
- Principal office
- 121 REYNOLDA VILLAGE, SUITE B, WINSTON SALEM, NC, 27106
- Phone
- 336-725-5010
- Website
- HTTPS://WWW.TIMONIER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $450.3M
- Discretionary AUM
- $408.0M
- Non-discretionary AUM
- $42.3M
- Discretionary accounts
- 695
- Non-discretionary accounts
- 12
- Total accounts
- 707
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $382.5M |
| Pension and profit sharing plans | 12 | $42.3M |
| Individuals (other than high net worth individuals) | 86 | $25.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.