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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TIM LOONEY INVESTMENTS, LLC

CRD 164413

LONGWOOD, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8586f0e3-765a-7b78-b84e-a85a7fddf863

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: May 22, 2012 to Mar 11, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $490MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $490MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $163Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,255
Individual clients: 381
High net worth clients: 123
Custody, client assets: $7.7M
SEC number: 801-76731
CRD: 164413
Filings on the tape: 38
First filed: May 22, 2012
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, FL
Website: timlooney.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN M FLANAGAN	n/a	LONGWOOD, FL	3	22	2	no
John McCully	n/a	LONGWOOD, FL	2	25	n/a	no
TIMOTHY GERARD LOONEY	n/a	LONGWOOD, FL	0	35	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FLANAGAN, BRIAN, M	Member	C	yes	01/2023	Jan 30, 2023	Mar 7, 2024
John, McCully	Member	C	yes	01/2023	Jan 30, 2023	Mar 7, 2024
LOONEY, TIMOTHY, GERARD	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	05/2012	May 22, 2012	Mar 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$490M	$0	4	3	0	n/a	n/a
2024	Feb 7, 2025	$427M	$0	4	3	0	n/a	n/a
2023	Feb 20, 2024	$362M	$362M	4	3	0	n/a	n/a
2022	Jan 30, 2023	$312M	$312M	3	2	0	n/a	n/a
2021	Jan 21, 2022	$338M	$0	3	3	0	n/a	n/a
2020	Jan 25, 2021	$288M	$0	3	3	0	n/a	n/a
2019	Feb 5, 2020	$266M	$0	4	3	0	n/a	n/a
2018	Feb 6, 2019	$221M	$0	4	3	0	n/a	n/a
2017	Mar 19, 2018	$222M	$0	3	2	0	n/a	n/a
2016	Feb 21, 2017	$188M	$0	4	3	n/a	n/a	n/a
2015	Feb 15, 2016	$158M	$0	3	2	n/a	n/a	n/a
2014	Feb 5, 2015	$149M	$0	3	2	n/a	n/a	n/a
2013	Jan 24, 2014	$133M	$0	3	2	n/a	n/a	n/a
2012	Mar 5, 2013	$115M	$0	2	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$490M	$427M	14.9%	$312M	16.2%	4	4	0	0

Relationships

Registered with (5)

← TIMOTHY GERARD LOONEYAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← John McCullyAdvisorregistration: current employment
Feb 20, 2024 to presentfactForm ADV
← BRIAN M FLANAGANAdvisorregistration: current employment
Dec 5, 2022 to presentfactForm ADV
← MARTIN THOMAS O'LEARYAdvisorregistration: previous registration
Mar 14, 2016 to Jul 5, 2022factForm ADV
← JACOB NEAL CARRISAdvisorregistration: previous registration
Apr 29, 2013 to Oct 17, 2017factForm ADV

Controls (3)

← LOONEY, TIMOTHY, GERARDOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
May 22, 2012 to Mar 7, 2024factForm ADV
← FLANAGAN, BRIAN, MOwnerMEMBER, ownership code C, individual
Jan 30, 2023 to Mar 7, 2024factForm ADV
← John, McCullyOwnerMEMBER, ownership code C, individual
Jan 30, 2023 to Mar 7, 2024factForm ADV

Dated events

Occurred
Jan 30, 2023
Control person joined
M Brian Flanagan (Member) appeared on Schedule A of Tim Looney Investments, Llc
Form ADVobserved 6 days ago
Occurred
Jan 30, 2023
Control person joined
Mccully John (Member) appeared on Schedule A of Tim Looney Investments, Llc
Form ADVobserved 6 days ago
Occurred
Jul 5, 2022
Advisor changed firm
Martin Thomas O'Leary left Tim Looney Investments, Llc for Stadium Financial Llc (registered 2022-09-02)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8586f0e3-765a-7b78-b84e-a85a7fddf863
First observed: May 22, 2012
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIM LOONEY INVESTMENTS, LLC

CRD 164413

LONGWOOD, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8586f0e3-765a-7b78-b84e-a85a7fddf863

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN M FLANAGAN

n/a

LONGWOOD, FL

John McCully

n/a

LONGWOOD, FL

n/a

TIMOTHY GERARD LOONEY

n/a

LONGWOOD, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLANAGAN, BRIAN, M

Member

yes

01/2023

Jan 30, 2023

Mar 7, 2024

John, McCully

Member

yes

01/2023

Jan 30, 2023

Mar 7, 2024

LOONEY, TIMOTHY, GERARD

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

05/2012

May 22, 2012

Mar 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$490M

n/a

2024

Feb 7, 2025

$427M

n/a

2023

Feb 20, 2024

$362M

n/a

2022

Jan 30, 2023

$312M

n/a

2021

Jan 21, 2022

$338M

n/a

2020

Jan 25, 2021

$288M

n/a

2019

Feb 5, 2020

$266M

n/a

2018

Feb 6, 2019

$221M

n/a

2017

Mar 19, 2018

$222M

n/a

2016

Feb 21, 2017

$188M

n/a

2015

Feb 15, 2016

$158M

n/a

2014

Feb 5, 2015

$149M

n/a

2013

Jan 24, 2014

$133M

n/a

2012

Mar 5, 2013

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$490M

$427M

14.9%

$312M

16.2%