DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Timothy Financial Counsel, Inc.
Latest filing Feb 9, 2026
First filing on the tape Jan 14, 2022 · 15 filings
SEC status approved since Feb 14, 2022
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
21
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
20
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$0 as of Feb 9, 2026
Jan 10, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)19 as of Feb 9, 2026
Mar 15, 202215 then
Employees (5.A)20 as of Feb 9, 2026
Mar 15, 202216 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 18 to 19
Practice profile
derived from the filing of Feb 9, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $0derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 21.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +5.6%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planningreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixed, hourlyreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
22 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Hoan Sieu TaussigCertified Financial Planner | Wheaton, Il | Dec 16, 2011 | 19 y | 0 |
| Mark Timothy BergCertified Financial Planner | Wheaton, Il | Oct 14, 2015 | 30 y | 0 |
| Kara Beth VanceCertified Financial Planner | Wheaton, Il | Apr 7, 2016 | 15 y | 1 |
| Michael Scott ThrasherCertified Financial Planner | Wheaton, Il | Jul 1, 2016 | 11 y | 0 |
| Lydia NewbyCertified Financial Planner | Wheaton, Il | Jun 22, 2017 | 14 y | 0 |
| Jacob FrerichsCertified Financial Planner | Wheaton, Il | Sep 10, 2018 | 13 y | 0 |
| Luke LamarCertified Financial Planner, Chartered Financial Analyst | Wheaton, Il | May 29, 2020 | 10 y | 0 |
| Andrew Palmer Lindquist | Wheaton, Il | Mar 29, 2021 | 11 y | 0 |
| Aaron Dennis DeekeCertified Financial Planner | Wheaton, Il | Dec 21, 2021 | 14 y | 0 |
| Joshua Michael HendersonCertified Financial Planner | Wheaton, Il | Jun 6, 2022 | 11 y | 0 |
| Andrew John Swierenga | Wheaton, Il | Jan 30, 2023 | 15 y | 0 |
| Samuel OglesCertified Financial Planner | Wheaton, Il | Jun 16, 2023 | 12 y | 1 |
| John William MchenneyChartered Financial Analyst | Wheaton, Il | Jan 19, 2024 | 13 y | 2 |
| Vicente D Ereneta | Wheaton, Il | Oct 21, 2024 | 10 y | 0 |
| Haili Ann Cochran | Wheaton, Il | Dec 11, 2024 | 10 y | 0 |
| Elizabeth Gieser | Wheaton, Il | Dec 17, 2024 | 10 y | 0 |
| Jaxon Wayne Bennett | Wheaton, Il | Apr 28, 2025 | 20 y | 0 |
| Katie Arendt MacekCertified Financial Planner | Wheaton, Il | Jun 5, 2025 | 26 y | 1 |
| Ethan Jacob Hulgaard | Wheaton, Il | Dec 4, 2025 | 11 y | 0 |
| Cassandra Kaye Duehring | Wheaton, Il | Jul 23, 2026 | 18 y | 0 |
| Seth Mcgowan Woodward | Wheaton, Il | Aug 28, 2026 | 12 y | 0 |
| Tannen Jacob Reed | Wheaton, Il | Sep 16, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Charis Elizabeth Ellis to Commonwealth Financial NetworkOct 4, 2024 · Other
- Audrey Elise Feldpausch to Stenger Family Office, LLCSep 1, 2023 · Other
- Kristopher David Johnson to Stone Island Financial PlanningMar 30, 2018 · Other
Joined, latest
- Katie Arendt Macek from Shepherd & AssociatesJun 5, 2025 · Other
- John William Mchenney from First Trust Advisors LPJan 19, 2024 · Other
- Samuel Ogles from Thrivent Investment Management Inc.Jun 16, 2023 · Other
- Charis Elizabeth Ellis from Edward JonesApr 19, 2018 · Affiliated broker-dealer or bank to a newly registered adviser
- Kara Beth Vance from Mercer Global Advisors Inc.Apr 7, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Timothy Mark Berg · Chief Executive Officercontrolsince 07/2019 · owns 50% to 75%
- Jacob Frerichs · Principal And Lead Advisorsince 01/2023 · owns less than 5%
- Lydia Newby · Principal And Financial Advisorsince 01/2023 · owns less than 5%
- Sieu Hoan Taussig · Principalsince 01/2015 · owns 10% to 25%
- Scott Michael Thrasher · Principal And Lead Advisorsince 07/2015 · owns 5% to 10%
- Beth Kara Vance · Principal And Lead Advisorsince 01/2021 · owns less than 5%
- James Brian Wildman · Chief Compliance Officersince 01/2020 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wheaton, Il · principal | 22 | 4 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 18 to 20Oct 24, 2025 to Feb 9, 2026
- Employees · 18 to 20Oct 24, 2025 to Feb 9, 2026
- State-registered IARs · 18 to 19Oct 24, 2025 to Feb 9, 2026
- Financial planning clients · More than 500 to More than 500Jan 10, 2025 to May 8, 2025
- Accounts · unset to 0.0Oct 25, 2024 to Jan 10, 2025
- Advisory employees · 14 to 18Oct 25, 2024 to Jan 10, 2025
- Employees · 17 to 18Oct 25, 2024 to Jan 10, 2025
- State-registered IARs · 14 to 18Oct 25, 2024 to Jan 10, 2025
- Discretionary RAUM · unset to 0.0Oct 25, 2024 to Jan 10, 2025
- Non-discretionary RAUM · unset to 0.0Oct 25, 2024 to Jan 10, 2025
- RAUM · unset to 0.0Oct 25, 2024 to Jan 10, 2025
- Advisory employees · 15 to 14Jul 1, 2022 to Feb 14, 2023
- Employees · 16 to 17Jul 1, 2022 to Feb 14, 2023
- State-registered IARs · 15 to 14Jul 1, 2022 to Feb 14, 2023
Signals
4 dated events
- Tannen Jacob Reed registered as an investment adviser representative at Timothy Financial Counsel, Inc.Sep 16, 2026 · Advisor registered · fact
- Charis Elizabeth Ellis left Timothy Financial Counsel, Inc. for Commonwealth Financial Network (registered 2025-03-14)Oct 4, 2024 · Advisor changed firm · fact
- Audrey Elise Feldpausch left Timothy Financial Counsel, Inc. for Stenger Family Office, Llc (registered 2023-11-06)Sep 1, 2023 · Advisor changed firm · fact
- Timothy Financial Counsel, Inc. filed its initial SEC registration (Form ADV)Jan 14, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/TIMOTHY-FINANCIAL-COUNSEL-INC-reportedpublic record, Form ADV, Sep 17, 2026
- Website
- TIMOTHYFINANCIAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 630-681-0700reportedpublic record, Form ADV, Feb 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- No RAUM reportedderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026