Timecapital Investor Advisory Services Inc
● SEC registered since 1976CRD 105672SEC# 801-11732Port Jefferson Station, NY
Reg. AUM
$262M
Employees
2
Accounts
494
Location
Port Jefferson Station, NY
Timecapital Investor Advisory Services Inc assets under management
Timecapital Investor Advisory Services Inc is an SEC-registered investment adviser based in Port Jefferson Station, NY. The firm has been registered since 1976. It reports $262 million in regulatory assets under management and employs 2 people.
Timecapital Investor Advisory Services Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex John Rohman Control | President, Chief Compliance Officer, Director | Over 75% | 2021 |
Frequently asked questions
How much does Timecapital Investor Advisory Services Inc manage?
Timecapital Investor Advisory Services Inc reports $262 million in regulatory assets under management on its Form ADV.
How many employees does Timecapital Investor Advisory Services Inc have?
Timecapital Investor Advisory Services Inc reports 2 employees.
Where is Timecapital Investor Advisory Services Inc located?
Timecapital Investor Advisory Services Inc is based in Port Jefferson Station, NY and has been SEC-registered since 1976.
Does Timecapital Investor Advisory Services Inc disclose fund performance?
Timecapital Investor Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Roosevelt Avenue, Port Jefferson Station, NY 11776 |
| Phone | 631-331-1400 |
| Fax | 631-331-1407 |
| Office hours | 9:Oo a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$262M▲ 13%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$262Mregulatory AUM
Discretionary $142.1MNon-discretionary $119.9M