Wealth manager, independent · Longwood, FL
TIM Looney Investments, LLC
SEC-registered investment adviser · CRD 164413 · SEC 801-76731
At a glance
TIM Looney Investments, LLC is an SEC-registered investment adviser based in Longwood, Florida, with $490 million in regulatory assets under management as of its Form ADV filed March 11, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 504 individual clients. By Form ADV it is a wealth manager, ranked 2,943rd of 8,915 wealth managers and 7,912th of 17,210 SEC-registered advisers by assets.
Main office 407-331-6961timlooney.comAs filed on Form ADV
- Regulatory AUM
- $490M
- Rank among wealth managers
- #2,943 of 8,915
- Rank among all SEC RIAs
- #7,912 of 17,210
- Rank in Florida
- #427 of 1,090
- Individual clients
- 504
- High-net-worth clients
- 123
- Accounts
- 1,255
- Discretionary
- 0% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Timothy G. LooneyManaging Member
- Brian M FlanaganMember
- John McCullyMember/cco
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 123 | $361M | 74% |
| Individuals | 381 | $129M | 26% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
TIM Looney Investments, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗timlooney.com ↗
AtlasMembers
The full record on TIM Looney Investments, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,496 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does TIM Looney Investments, LLC manage?
TIM Looney Investments, LLC reports $490 million in regulatory assets under management across 1,255 accounts, on its Form ADV filed March 11, 2026.
What kind of firm is TIM Looney Investments, LLC?
TIM Looney Investments, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are TIM Looney Investments, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($361 million, 123 clients); individuals ($129 million, 381 clients); charitable organizations ($217,527, 1 clients).
Does TIM Looney Investments, LLC have any disciplinary history?
TIM Looney Investments, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is TIM Looney Investments, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →