Timonier Family Office, Ltd.
- Regulatory AUM
- $450M
- Discretionary
- $408M
- Clients
- 198
- Avg AUM / client
- $2.3M
- Accounts
- 707
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $25.5M | 5.67% |
| High net worth individuals | 100 | $382M | 84.9% |
| Pension and profit sharing plans | 12 | $42.3M | 9.4% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Janice Jacoby French | Vice President And Cco | CFA | May 2011 (15y) | 25% – 50% |
| Nicholas C Baker | President | Jul 2013 (13y) | 25% – 50% | |
| Lack, Robert | General Counsel | Feb 2020 (7y) | 10% – 25% | |
| Atkins, Maurice, Michael | Chief Financial Officer | Aug 2022 (4y) | 5% – 10% | |
| Nicholas Scott Yeakle | Registered representative | Oct 2024 (2y) | ||
| Samuel Bradford Soots | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 35% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1.02 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $390M (87% of AUM) Feb 2026
- TD Ameritrade $13.7M (4% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗