{"url":"https://nivawealth.com/firms/total-investment-management-108818","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108818","regulatoryAum":1352142086,"crd":"108818","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7823216","suffix":null,"lastName":"Blake","firstName":"Michael","middleName":"Adam"},{"crd":"6462701","suffix":null,"lastName":"BROCK","firstName":"PATRICK","middleName":"S"},{"crd":"3024634","suffix":null,"lastName":"FOSTER","firstName":"TODD","middleName":"MICHAEL"},{"crd":"6148298","suffix":null,"lastName":"GREER","firstName":"JOHN","middleName":"WILLIAM"},{"crd":"2054096","suffix":null,"lastName":"HUGHES","firstName":"JAMES","middleName":null},{"crd":"4779819","suffix":null,"lastName":"LEE","firstName":"BRYAN","middleName":"MATTHEW"},{"crd":"3041412","suffix":null,"lastName":"LOWE","firstName":"PHILIP","middleName":"EDWARD"},{"crd":"5968812","suffix":null,"lastName":"PARISI","firstName":"NICHOLAS","middleName":"ANTHONY"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-19","regulatoryAum":1226179421,"clients":1633,"employees":10,"offices":3},{"filedOn":"2022-04-27","regulatoryAum":1304224594,"clients":1715,"employees":10,"offices":3},{"filedOn":"2023-02-24","regulatoryAum":1236051813,"clients":1428,"employees":10,"offices":3},{"filedOn":"2024-03-15","regulatoryAum":1196259533,"clients":1343,"employees":10,"offices":3},{"filedOn":"2025-03-25","regulatoryAum":1282436377,"clients":1340,"employees":10,"offices":3},{"filedOn":"2026-03-16","regulatoryAum":1352142086,"clients":1186,"employees":12,"offices":2}],"secFileNumber":"801-69759","legalName":"Total Investment Management, Inc.","displayName":"Total Investment Management","slug":"total-investment-management-108818","website":"https://timgt.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/total-investment-management","founded":"1998","organization":"Arizona corporation","fiscalYearEnd":"December","headquarters":{"street":"9383 East Bahia Drive, Suite 120","city":"Scottsdale","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85260"},"tradeNames":[],"registration":{"secApproved":"5 December 2008","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1141566.964527027,"staff":{"employees":12,"advisory":8,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":1352142086,"discretionary":1255124727,"discretionaryAccounts":1935,"nonDiscretionary":97017359,"nonDiscretionaryAccounts":144,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":778,"regulatoryAum":476062426},{"label":"High-net-worth individuals","clients":406,"regulatoryAum":875552860},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":526800}],"feePrograms":[{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019516","versionId":1019516,"submittedOn":"2026-03-16","documentName":"FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T04:10:04.880286+00:00","documents":[{"name":"FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019516","versionId":1019516,"submittedOn":"2026-03-16"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":208500928},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":944930554},{"name":"Great-West Life and Annuity Insurance Company","shortName":"Great-West Life and Annuity Insurance","location":"Greenwood Village, CO","smaAssets":189606053}],"custodyNote":"Total Investment Management has custody of $203M in client assets for 252 clients.","leadership":[{"name":"Todd Foster","title":"Chief Executive Officer","crd":"3024634"},{"name":"Brett Pohl","title":"Chief Compliance Officer","crd":"5896497"},{"name":"John Foster","title":"Chairman","crd":"1889908"}],"ownership":[{"label":"John Foster","detail":"Chairman in the 50% to 75% ownership band and a control person, since May 1998."},{"label":"Todd Foster","detail":"Chief executive officer in the 50% to 75% ownership band and a control person, since May 1998."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"9383 East Bahia Drive, Suite 120","city":"Scottsdale","headquarters":true}]}],"brochureServices":["insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"480-998-5735","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Subscription fees","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":82},{"label":"Cash and cash equivalents","percent":14}],"privateFunds":0},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108818/PDF/108818.pdf","brochureDate":"16 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019516","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Total Investment Management have?","answer":"Total Investment Management has 1,186 clients and manages $1.35 billion for them, as of March 2026. 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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Total Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Total Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Total Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Total Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Total Investment Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Total Investment Management?","answer":"Total Investment Management’s main office is at 9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260. Its phone number is 480-998-5735. 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