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TIM LOONEY INVESTMENTS, LLC
CRD 164413File 801-76731
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$490.3M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $490.3M
Clients
505
1,255 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 8, 2012
- Principal office
- 2180 SR 434, SUITE 6140, LONGWOOD, FL, 32779
- Phone
- 407-331-6961
- Website
- HTTP://WWW.TIMLOONEY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $490.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $490.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,255
- Total accounts
- 1,255
- AUM per client
- $971K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $218K |
| High net worth individuals | 123 | $361.1M |
| Individuals (other than high net worth individuals) | 381 | $128.9M |
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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 453 | 505 | increased by52 |
| Mar 1, 2026 | AUM | $426,683,246 | $490,256,479 | increased by$63,573,233 |
| Mar 1, 2026 | Accounts | 1,305 | 1,255 | decreased by50 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 4 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 393 | 453 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $308,726,115 | $426,683,246 | increased by$117,957,131 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,063 | 1,305 | increased by242 |
| Sep 1, 2022 | Clients | 390 | 393 | increased by3 |
| Sep 1, 2022 | AUM | $338,324,498 | $308,726,115 | decreased by$29,598,383 |
| Sep 1, 2022 | Accounts | 1,099 | 1,063 | decreased by36 |
| Aug 1, 2022 | Employees | 2 | 1 | decreased by1 |
| May 1, 2022 | Employees | 3 | 2 | decreased by1 |
| Feb 1, 2022 | Clients | 349 | 390 | increased by41 |
| Feb 1, 2022 | AUM | $288,102,838 | $338,324,498 | increased by$50,221,660 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TIM LOONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TIM LOONEY” 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.