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TIMBERLINK LLC

CRD 170067File 801-79682
APPROVED
Custody
Filing as of Jan 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$594K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $594K
Clients
0
1 accounts
Employees
2
Bottom 25% of cohort in GA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
May 16, 2014
Principal office
11340 LAKEFIELD DRIVE, SUITE 200, JOHNS CREEK, GA, 30097
Phone
678-638-6184

Assets & accounts

ADV Item 5F
Total regulatory AUM
$594K
Discretionary AUM
$0
Non-discretionary AUM
$594K
Discretionary accounts
0
Non-discretionary accounts
1
Total accounts
1
AUM per client
—

Clients by type

ADV Item 5D
Client typeClientsAUM
Pension and profit sharing plansFewer than 5$594K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges

Advisory activities

  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses

Custody

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

DateFieldFromToChange
Feb 1, 2026AUM$821,466$594,011decreased by$227,455
May 1, 2025
vs Oct 1, 2022
Clients7—
May 1, 2025
vs Oct 1, 2022
AUM$107,486,511$821,466decreased by$106,665,045
Apr 1, 2022Clients87decreased by1
Apr 1, 2022AUM$1,848,090,160$107,486,511decreased by$1,740,603,649
Apr 1, 2022Accounts21decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TIMBERLINK” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TIMBERLINK” 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.