{"url":"https://nivawealth.com/firms/timothy-partners-41835","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/41835","regulatoryAum":2862241624,"crd":"41835","history":[{"filedOn":"2021-01-06","regulatoryAum":1489689823,"clients":1,"employees":24,"offices":1},{"filedOn":"2022-03-15","regulatoryAum":2031012165,"clients":1,"employees":24,"offices":1},{"filedOn":"2023-01-12","regulatoryAum":1992156561,"clients":1,"employees":22,"offices":1},{"filedOn":"2024-01-11","regulatoryAum":2291221000,"clients":1,"employees":22,"offices":1},{"filedOn":"2025-06-25","regulatoryAum":2627135000,"clients":1,"employees":22,"offices":1},{"filedOn":"2026-09-14","regulatoryAum":2862241624,"clients":1,"employees":24,"offices":1}],"secFileNumber":"801-45766","legalName":"Timothy Partners, LTD.","displayName":"Timothy Partners","slug":"timothy-partners-41835","website":"https://timothyplan.com/","classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/timothyplan/","xUrl":"https://x.com/TimothyPlan/","founded":null,"organization":"Florida limited partnership","fiscalYearEnd":"December","headquarters":{"street":"1055 Maitland Center Commons","city":"Maitland","state":"FL","stateName":"Florida","country":"United States","postalCode":"32751"},"tradeNames":[],"registration":{"secApproved":"7 February 1994","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":24,"advisory":3,"brokerDealerReps":10,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":2862241624,"discretionary":2862241624,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":2862241624}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Timothy Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brian Scott Mumbert","title":"Chief Executive Officer","crd":"5550269"},{"name":"Gregory Scott Ally","title":"Chief Financial Officer","crd":"7235816"},{"name":"Eric Samuel Champion","title":"Chief Operating Officer","crd":"6764420"},{"name":"Jessica E Sweeney","title":"Chief Compliance Officer","crd":"3220826"},{"name":"Arthur Douglas Ally","title":"Shareholder","crd":"855097"},{"name":"Cheryl Marie Mumbert","title":"Chief Experience Officer","crd":"2237206"}],"ownership":[{"label":"Covenant Funds, Inc.","detail":"Corporate manager general partner in the 5% to 10% ownership band and a control person, since December 1993."},{"label":"Timothy Partners, LC","detail":"Limited partner in the 10% to 25% ownership band, since November 1999."},{"label":"Arthur Douglas Ally","detail":"Indirect owner: a president of the general partner of Covenant Funds, Inc. in the 50% to 75% band and a control person, since December 1993.","parent":"Covenant Funds, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1055 Maitland Center Commons","city":"Maitland","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-644-1986","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies"],"financialPlanningClients":"0","assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"14 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/41835/PDF/41835.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Timothy Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Timothy Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Timothy Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Timothy Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Timothy Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Timothy Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}