Total Investment Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
Total Investment Management reports 1,186 clients. They include 778 individual clients, 406 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 92.8% ($1.26B across 1,935 accounts) are managed with discretion; $97M across 144 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 35% |
| High-net-worth individuals | 34% | 65% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 778 | $476M | 35.2% | $612K |
| High-net-worth individuals | 406 | $876M | 64.8% | $2.16M |
| Corporations and other businesses | Fewer than 5 | $527K | 0.0% | $263K |
| Total | 1,186 | $1.35B | 100% | — |
- Clients
- 778
- Regulatory AUM
- $476M
- AUM share
- 35.2%
- Avg. per client
- $612K
- Clients
- 406
- Regulatory AUM
- $876M
- AUM share
- 64.8%
- Avg. per client
- $2.16M
- Clients
- Fewer than 5
- Regulatory AUM
- $527K
- AUM share
- 0.0%
- Avg. per client
- $263K
Total
- Clients
- 1,186
- Regulatory AUM
- $1.35B
- AUM share
- 100%
- Avg. per client
- —
- 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
Total Investment Management is paid through a percentage of assets under management, subscription fees and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- For TIM Basic and TIM Portfolio clients, a financial plan costs a fixed $2,250 to prepare and $500 to review; the fee is included for TIM Premier clients.
John Foster owns 50% to 75% of Total Investment Management. Todd Foster is CEO; the leadership team includes Chief Compliance Officer Brett Pohl. It has 12 employees, 8 of them in advisory roles.
Leadership
- Todd FosterChief Executive Officer
- Brett PohlChief Compliance Officer
- John FosterChairman
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Michael Adam Blake
- Patrick S Brock
- Todd Michael Foster
- John William Greer
- James Hughes
- Bryan Matthew Lee
- Philip Edward Lowe
- Nicholas Anthony Parisi
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Total Investment Management, Inc.
John Foster
Control person · since May 1998
- Owns 50% to 75% of Total Investment Management, Inc.
Todd Foster
Control person · since May 1998
Total Investment Management’s regulatory assets grew from $1.23B (March 2021) to $1.35B (March 2026); clients fell from 1,633 to 1,186 and employees rose from 10 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.35B | 1,186 | 12 | 2 |
| March 2025 | $1.28B | 1,340 | 10 | 3 |
| March 2024 | $1.2B | 1,343 | 10 | 3 |
| February 2023 | $1.24B | 1,428 | 10 | 3 |
| April 2022 | $1.3B | 1,715 | 10 | 3 |
| March 2021 | $1.23B | 1,633 | 10 | 3 |
Besides its headquarters, Total Investment Management has 1 office (1 private residence, listed without an address), with 1 listed address in Arizona.
Arizona · 1 listed address
- 9383 East Bahia Drive, Suite 120, ScottsdaleHQ
Contact and registration details
- Legal name
- Total Investment Management, Inc.
- Headquarters
- 9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260
- Website
- timgt.com
- Phone
- 480-998-5735
- @total-investment-management
- SEC file
- 801-69759
- Founded
- 1998
- Structure
- Arizona corporation
- Fiscal year end
- December
Total Investment Management uses Charles Schwab ($945M, 70%), Fidelity ($209M, 16%) and Great-West Life and Annuity Insurance ($190M, 14%) as custodians for its separately managed accounts. Total Investment Management has custody of $203M in client assets for 252 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $209M16%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $945M70%
- Great-West Life and Annuity InsuranceGreat-West Life and Annuity Insurance Company · Greenwood Village, CO · $190M14%
At year end, Total Investment Management’s separately managed accounts were mostly in funds (82%) and cash (14%). Its reported 13F holdings for the quarter ended 31 March 2026 total $858M across 89 positions; the largest are Bny Mellon ETF Trust (10.9%), Bondbloxx ETF Trust (10.4%) and State Str SPDR S&P 500 ETF T (10.4%).
What the accounts hold
- Stocks3%
- Funds82%
- Cash14%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $858M
- Reported 13F value
- 89
- Positions
- 89.0%
- In the 10 largest
- —
- Value vs. prior quarter
- Bny Mellon ETF Trust · Ultra Short Incm10.9%
- Bondbloxx ETF Trust · Bloomberg Six MN10.4%
- State Str SPDR S&P 500 ETF T · TR Unit10.4%
- iShares TR · MSCI Emg Mkt ETF10.3%
- First TR Exchange-traded Alp · Mid Cap Val FD8.9%
- Bny Mellon ETF Trust · Core Bond ETF8.5%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF8.3%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt7.7%
- iShares TR · Core S&P500 ETF7.4%
- Vanguard Index Fds · Total Stk Mkt6.2%
Together, the ten largest are 89.0% of reported value.
How many clients does Total Investment Management have?
Total Investment Management has 1,186 clients and manages $1.35 billion for them, as of March 2026. They include 778 individual clients, 406 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Total Investment Management offer?
Total Investment Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Total Investment Management use?
Total Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $945M, Fidelity Brokerage Services LLC (Smithfield, RI), with $209M and Great-West Life and Annuity Insurance Company (Greenwood Village, CO), with $190M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Total Investment Management have?
Total Investment Management has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Total Investment Management invest in?
At the end of its last fiscal year, Total Investment Management’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Total Investment Management?
Total Investment Management’s direct owners are John Foster (50% to 75%) and Todd Foster (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Total Investment Management get paid?
Total Investment Management is paid through a percentage of assets under management, subscription fees 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
Is Total Investment Management registered with the SEC?
Yes, Total Investment Management has been registered with the SEC as an investment adviser since 5 December 2008. Its CRD number is 108818 and its SEC file number is 801-69759.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Total Investment Management?
Total Investment Management’s main office is at 9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260. Its phone number is 480-998-5735. Its website is timgt.com.