Timonier Family Office provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, family office services, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Timonier Family Office reports 198 clients. They include 100 high-net-worth individuals, 86 individual clients, and 12 pension and profit-sharing plans. Of its assets, 90.6% ($408M across 695 accounts) are managed with discretion; $42.3M across 12 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 6% |
| High-net-worth individuals | 51% | 85% |
| Pension and profit-sharing plans | 6% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 86 | $25.5M | 5.7% | $297K |
| High-net-worth individuals | 100 | $382M | 84.9% | $3.82M |
| Pension and profit-sharing plans | 12 | $42.3M | 9.4% | $3.53M |
| Total | 198 | $450M | 100% | $2.27M |
- Clients
- 86
- Regulatory AUM
- $25.5M
- AUM share
- 5.7%
- Avg. per client
- $297K
- Clients
- 100
- Regulatory AUM
- $382M
- AUM share
- 84.9%
- Avg. per client
- $3.82M
- Clients
- 12
- Regulatory AUM
- $42.3M
- AUM share
- 9.4%
- Avg. per client
- $3.53M
Total
- Clients
- 198
- Regulatory AUM
- $450M
- AUM share
- 100%
- Avg. per client
- $2.27M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Timonier Family Office charges 0.30%–1.00% a year for its Wealth Management Program. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Nicholas Baker owns 50% to 75% of Timonier Family Office. The leadership team of Timonier Family Office includes President Nicholas Baker. It has 8 employees, 4 of them in advisory roles.
Leadership
- Nicholas BakerPresident
Janice FrenchVice President and CCO
Robert LackGeneral Counsel
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Timonier Family Office, LTD.
Nicholas Baker
Control person · since February 2020
- Owns 10% to 25% of Timonier Family Office, LTD.
Janice French
Control person · since February 2020
- Owns 10% to 25% of Timonier Family Office, LTD.
Robert Lack
Control person · since February 2020
Timonier Family Office’s regulatory assets grew from $337M (March 2021) to $450M (February 2026); clients rose from 167 to 198 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $450M | 198 | 8 | 1 |
| Mar 2025March 2025 | $389M | 185 | 8 | 1 |
| Mar 2024March 2024 | $339M | 203 | 7 | 1 |
| Mar 2023March 2023 | $292M | 184 | 7 | 1 |
| Jun 2022June 2022 | $409M | 151 | 5 | 1 |
| Mar 2021March 2021 | $337M | 167 | 5 | 1 |
Besides its headquarters, Timonier Family Office has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 121 Reynolda Village, Suite B, Winston SalemHQ
Contact and registration details
- Legal name
- Timonier Family Office, LTD.
- Headquarters
- 121 Reynolda Village, Suite B, Winston Salem, NC 27106
- Website
- timonier.com
- Phone
- 336-725-5010
- @timonier-family-office-ltd-
- SEC file
- 801-70341
- Founded
- 1997
- Structure
- North Carolina corporation
- Fiscal year end
- December
Timonier Family Office’s named custodian for separately managed accounts is Fidelity ($390M). Timonier Family Office does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $390M100%
At year end, Timonier Family Office’s separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $354M across 57 positions; the largest are Dimensional ETF Trust (12.6%), Dimensional ETF Trust (12.0%) and Dimensional ETF Trust (11.5%).
What the accounts hold
- Stocks4%
- Funds94%
- Cash1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $354M
- Reported 13F value
- 57
- Positions
- 71.5%
- In the 10 largest
- —
- Value vs. prior quarter
- Dimensional ETF Trust · US High Prof ETF12.6%
- Dimensional ETF Trust · US Mktwide Value12.0%
- Dimensional ETF Trust · US Core EQT Mkt11.5%
- Dimensional ETF Trust · US Equi Mark ETF8.8%
- Dimensional ETF Trust · US Small Cap ETF7.0%
- Dimensional ETF Trust · US Small Cap ETF4.8%
- Dimensional ETF Trust · Intl Core Equity4.4%
- Dimensional ETF Trust · Emerging Mkts CO3.5%
- SPDR Series Trust · ST Shor Corp. ETF3.4%
- iShares TR · Core US Aggbd ET3.4%
Together, the ten largest are 71.5% of reported value.
How many clients does Timonier Family Office have?
Timonier Family Office has 198 clients and manages $450 million for them, as of February 2026. They include 100 high-net-worth individuals, 86 individual clients, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026
What services does Timonier Family Office offer?
Timonier Family Office provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, family office services, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Timonier Family Office charge?
Timonier Family Office charges 0.30%–1.00% a year for its Wealth Management Program. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Timonier Family Office use?
Timonier Family Office’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $390M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026
How many financial advisors does Timonier Family Office have?
Timonier Family Office has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Timonier Family Office invest in?
At the end of its last fiscal year, Timonier Family Office’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Timonier Family Office?
Timonier Family Office’s direct owners are Nicholas Baker (50% to 75%), Janice French (10% to 25%) and Robert Lack (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 February 2026
How does Timonier Family Office get paid?
Timonier Family Office is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Timonier Family Office?
Timonier Family Office’s main office is at 121 Reynolda Village, Suite B, Winston Salem, NC 27106. Its phone number is 336-725-5010. Its website is timonier.com.