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.
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SEC-registered adviser
T••••• C•••• C•••••• M••••••••• L••
Latest filing Apr 20, 2026
First filing on the tape Mar 20, 2012 · 23 filings
SEC status approved since Feb 14, 2008
RAUM
$637M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$637M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$212M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$637M as of Apr 20, 2026
Mar 20, 2012$287M then
HNW client RAUM$634M as of Apr 20, 2026
Mar 28, 2018$402M then
State-registered IARs (5.B.3)3 as of Apr 20, 2026
Mar 20, 20120 then
Employees (5.A)4 as of Apr 20, 2026
Mar 12, 20136 then
Private funds: no history
RAUM +16% over the last fiscal year+15% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Apr 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $212MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 15derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $17.6MderivedHNW RAUM over HNW clients
- Average account
- $2.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.1%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- 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)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$634M99%
- Individuals$3.3M0.5%
- Individual clients
- 10reported
- HNW clients
- 36reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 235reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• W••• T••••• B••••••••Chartered Financial Analyst | Boston, Ma | Apr 2, 2008 | 18 y | 0 |
| T••••• R•••••• B•••••••• | Boston, Ma | Apr 2, 2008 | 18 y | 0 |
| B•••••• D••••• C•••• | Boston, Ma | Jan 24, 2024 | 10 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J•••• W••• T••••• · Managing Member/Chief Compliance Officercontrolsince 01/2008 · owns 25% to 50%
- B••••••••• T•••••• R•••••• · Managing Membercontrolsince 03/2008 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Boston, Ma · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Apr 20, 2026HNW RAUM per HNW client of $17,597,909 against a peer median of $3,134,900 (1404 comparable advisers, 99.0th percentile, 9.5 robust deviations)peers: independent wealth managers, $500M to $1B (1,404) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 47 to 235Feb 11, 2025 to Feb 26, 2026
- Advisory employees · 4 to 3Feb 11, 2025 to Feb 26, 2026
- HNW clients · 37 to 36Feb 11, 2025 to Feb 26, 2026
- Employees · 5 to 4Feb 11, 2025 to Feb 26, 2026
- Financial planning clients · 1-10 to 11-25Feb 11, 2025 to Feb 26, 2026
- Discretionary RAUM · $549M to $637MFeb 11, 2025 to Feb 26, 2026
- HNW RAUM · $546M to $634MFeb 11, 2025 to Feb 26, 2026
- Individual RAUM · $3.3M to $3.3MFeb 11, 2025 to Feb 26, 2026
- RAUM · $549M to $637MFeb 11, 2025 to Feb 26, 2026
- Accounts · 48 to 47Jan 2, 2025 to Feb 11, 2025
- HNW clients · 33 to 37Jan 2, 2025 to Feb 11, 2025
- Individual clients · 15 to 10Jan 2, 2025 to Feb 11, 2025
- Financial planning clients · 11-25 to 1-10Jan 2, 2025 to Feb 11, 2025
- Discretionary RAUM · $483M to $549MJan 2, 2025 to Feb 11, 2025
- HNW RAUM · $477M to $546MJan 2, 2025 to Feb 11, 2025
- Individual RAUM · $5.7M to $3.3MJan 2, 2025 to Feb 11, 2025
- RAUM · $483M to $549MJan 2, 2025 to Feb 11, 2025
- Accounts · 46 to 48Jan 5, 2024 to Mar 13, 2024
- Advisory employees · 3 to 4Jan 5, 2024 to Mar 13, 2024
- HNW clients · 34 to 33Jan 5, 2024 to Mar 13, 2024
- Individual clients · 12 to 15Jan 5, 2024 to Mar 13, 2024
- Employees · 4 to 5Jan 5, 2024 to Mar 13, 2024
- State-registered IARs · 2 to 3Jan 5, 2024 to Mar 13, 2024
- Discretionary RAUM · $422M to $483MJan 5, 2024 to Mar 13, 2024
- HNW RAUM · $416M to $477MJan 5, 2024 to Mar 13, 2024
- Individual RAUM · $5.3M to $5.7MJan 5, 2024 to Mar 13, 2024
- RAUM · $422M to $483MJan 5, 2024 to Mar 13, 2024
- Accounts · 43 to 46Mar 11, 2022 to Feb 22, 2023
- Advisory employees · 4 to 3Mar 11, 2022 to Feb 22, 2023
- Individual clients · 9 to 12Mar 11, 2022 to Feb 22, 2023
- Employees · 5 to 4Mar 11, 2022 to Feb 22, 2023
- Discretionary RAUM · $520M to $422MMar 11, 2022 to Feb 22, 2023
- HNW RAUM · $515M to $416MMar 11, 2022 to Feb 22, 2023
- Individual RAUM · $4.6M to $5.3MMar 11, 2022 to Feb 22, 2023
- RAUM · $520M to $422MMar 11, 2022 to Feb 22, 2023
- HNW clients · 8 to 34Mar 19, 2021 to Mar 11, 2022
- Individual clients · 35 to 9Mar 19, 2021 to Mar 11, 2022
- Discretionary RAUM · $470M to $520MMar 19, 2021 to Mar 11, 2022
- HNW RAUM · $465M to $515MMar 19, 2021 to Mar 11, 2022
- Individual RAUM · $4.2M to $4.6MMar 19, 2021 to Mar 11, 2022
Signals
No event on the tape.
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
- Business phone
- 617-722-0855reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/timber-creek-capital-managementreportedpublic record, Form ADV, Sep 19, 2026
- Website
- T•••••C••••-CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-722-0855reportedpublic record, Form ADV, Apr 20, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $212Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026