Timber Creek Capital Management, LLC (Boston)

Name: Timber Creek Capital Management, LLC
Address: 44 School Street, Boston, MA, 02108
Telephone: 617-722-0855

Timber Creek Capital Management, LLC is a large advisory firm based in Boston. It manages $379.38 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts and Pennsylvania.

Timber Creek Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Timber Creek Capital Management: assets under management

The assets under management (AUM) of Timber Creek Capital Management, LLC is $379.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1050% since the beginning of its operation, and $3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $379.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.03 million each.

Timber Creek Capital Management has custody of $75 million in cash and securities for 50 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment grade corporate bonds the most. They account for 39% of the total AUM. The second-largest asset type is exchange traded securities, which make up 34% of the firm’s portfolio. Investments in non-exchange traded securities form 11% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Timber Creek Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Timber Creek Capital Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Timber Creek Capital Management is high net worth individuals with 34 clients and $375.8 million of assets under management. Among the 11 most similar advisory firms, Timber Creek Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $379.38 million for 42 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Timber Creek Capital Management doesn't advise any private funds.

Careers at Timber Creek Capital Management, LLC

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Will Thomas Brennecke	Managing member/chief compliance officer	1 Jan 2008	25% - 50%	5481933
Thomas Raymond Brennecke	Managing member	1 Mar 2008	75% - 100%	1009530

Based in Boston

The principal office where Timber Creek Capital Management, LLC performs its advisory services is located at 44 School Street, Boston, MA 02108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-722-0855 or by fax 617-722-0851. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at timbercreek-capital.com.