Timothy Partners provides portfolio management for investment companies.
Timothy Partners reports 1 investment company. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($2.86B across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $2.86B | 100.0% | $2.86B |
| Total | 1 | $2.86B | 100% | $2.86B |
- Clients
- 1
- Regulatory AUM
- $2.86B
- AUM share
- 100.0%
- Avg. per client
- $2.86B
Total
- Clients
- 1
- Regulatory AUM
- $2.86B
- AUM share
- 100%
- Avg. per client
- $2.86B
- 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
- 0
Timothy Partners is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Brian Scott Mumbert is CEO; the leadership team includes Chief Operating Officer Eric Samuel Champion, Chief Financial Officer Gregory Scott Ally and Chief Compliance Officer Jessica E Sweeney. It has 24 employees, 3 of them in advisory roles.
Staff
- 24 employees
- 3 in advisory functions
- 10 broker-dealer reps
- 1 insurance agent
- Owns 10% to 25% of Timothy Partners, LTD.
Timothy Partners, LC
since November 1999
- Owns 5% to 10% of Timothy Partners, LTD.
Covenant Funds, Inc.
Control person · since December 1993
- Owns 50% to 75% of Covenant Funds, Inc.
Arthur Douglas Ally
Control person · since December 1993
Timothy Partners’ regulatory assets grew 1.9× from $1.49B (January 2021) to $2.86B (September 2026); clients were 1 in both filings and employees were 24 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $2.86B | 1 | 24 | 1 |
| Jun 2025June 2025 | $2.63B | 1 | 22 | 1 |
| Jan 2024January 2024 | $2.29B | 1 | 22 | 1 |
| Jan 2023January 2023 | $1.99B | 1 | 22 | 1 |
| Mar 2022March 2022 | $2.03B | 1 | 24 | 1 |
| Jan 2021January 2021 | $1.49B | 1 | 24 | 1 |
Besides its headquarters, Timothy Partners has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1055 Maitland Center Commons, MaitlandHQ
Contact and registration details
- Legal name
- Timothy Partners, LTD.
- Headquarters
- 1055 Maitland Center Commons, Maitland, FL 32751
- Website
- timothyplan.com
- Phone
- 407-644-1986
- @timothyplan
- SEC file
- 801-45766
- Structure
- Florida limited partnership
- Fiscal year end
- December
Timothy Partners does not have custody of client assets.
How many clients does Timothy Partners have?
Timothy Partners has 1 client and manages $2.86 billion for them, as of September 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Timothy Partners offer?
Timothy Partners provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Timothy Partners have?
Timothy Partners has 0 investment adviser representatives registered with state securities authorities, out of 24 employees, and 3 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Timothy Partners?
Timothy Partners is owned through a holding company by Arthur Douglas Ally. Its direct owners are Covenant Funds, Inc. and Timothy Partners, LC, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Timothy Partners get paid?
Timothy Partners is paid through a percentage of assets under management. 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 Timothy Partners?
Timothy Partners’ main office is at 1055 Maitland Center Commons, Maitland, FL 32751. Its phone number is 407-644-1986. Its website is timothyplan.com.