Timucuan Asset Management Inc
- Regulatory AUM
- $3.8B
- Discretionary
- $3.6B
- Clients
- 621
- Avg AUM / client
- $6.1M
- Accounts
- 621
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $5.4M | 0.14% |
| High net worth individuals | 573 | $2.7B | 71.4% |
| Pooled investment vehicles (non-investment companies) | 1 | $872M | 22.9% |
| Pension and profit sharing plans | 5 | $12.2M | 0.32% |
| Charitable organizations | 15 | $97.6M | 2.57% |
| Corporations and other businesses | 9 | $102M | 2.68% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $742M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Timucuan Fund, L.P. | Hedge Fund | Delaware | $741M | 69 |
| Tam Ortho Series A Of Timucuan Private Capital Investors Llc | Private Equity Fund | Delaware | $440K | 17 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vaughn, Dreama, Dawn | Vice President | Mar 1986 (40y) | Less than 5% | |
| Christopher Herff Schmachtenberger | President | CFA | Apr 1997 (29y) | Less than 5% |
| James William Moore | Vice President | CFA | May 2005 (21y) | Less than 5% |
| Todd Breden Martin | Vice President | CFA | Nov 2010 (16y) | Less than 5% |
| Newton, Russell, Brown | Chairman | Mar 2011 (15y) | 75% or more | |
| Dennis Dee Blyly | Vice President | CFA | Oct 2011 (15y) | Less than 5% |
| Franco, James, R | Chief Compliance Officer | May 2021 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $742M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Timucuan Fund, L.P. | Hedge Fund | $741M | $1.0M | 69 |
| Tam Ortho Series A Of Timucuan Private Capital Investors Llc | Private Equity Fund | $440K | $0 | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $2.5B (66% of AUM) Jul 2026
- Fmr Llc $954M (54% of AUM) Mar 2018
- Bank Of America, National Association $368M (21% of AUM) Mar 2018
- Wells Fargo $303M (8% of AUM) Jul 2026
- Merrill Lynch $220M (13% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗