RIA Intel›Advisers›Florida›TIM LOONEY INVESTMENTS, LLC

TIM LOONEY INVESTMENTS, LLC

Advisory

N·LONGWOOD, FL

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM

$490M

1-Year AUM Growth

+16.1%

3-Year CAGR

+7.6%

Employees

3

Assets Under Management

Total AUM$490M

Discretionary AUM$0

Non-Discretionary AUM$490M

Discretionary %0%

Total Clients453

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingMay 22, 2012

Latest FilingFeb 13, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TIM LOONEY INVESTMENTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.