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SEC-registered adviser

T•••••• P•••••••• L•••

Asset manager (funds and pooled vehicles)Maitland, FloridaCRD 41835SEC 801-45766websiteIAPD
Latest filing Sep 14, 2026
First filing on the tape Feb 8, 2012 · 20 filings
SEC status approved since Feb 7, 1994
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$2.9B as of Jul 21, 2026
Feb 8, 2012$554M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 21, 2026
Feb 8, 20120 then
Employees (5.A)24 as of Jul 21, 2026
Jan 16, 201312 then
Private funds: no history
RAUM +8.9% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 14, 2026; every figure names its basis
Archetypes, each a printed rule
  • Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
RAUM per advisor
unknownderivedRAUM 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
$2.9BderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+8.9%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for investment companiesreportedItem 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
  • is a broker-dealer (6.A.1)
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$2.9B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd= related_bank= bd_reps=10.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • C•••••• T•••• W•••••• · Vp/Gen. Counsel & Chief Compliance Officercontrol
        since 01/2005 · owns less than 5%
      • A•••• A••••• D•••••• · President Of The General Partnercontrol
        since 12/1993 · owns 50% to 75% of C••••••• F••••• I•••
      • A•••• A••••• D•••••• · President, Principal Financial Officer, Principal Operations Officer
        since 01/2000 · owns less than 5%
      Entity owners
      • C••••••• F••••• I••• · Corporate Manager General Partner
        direct · owns less than 5%
      • T•••••• P•••••••• L• · Limited Partner
        direct · owns 10% to 25%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · 0 to 0
        Jul 21, 2026 to Sep 14, 2026
      • Related adviser · false to unset
        Jul 21, 2026 to Sep 14, 2026
      • Related bank · false to unset
        Jul 21, 2026 to Sep 14, 2026
      • Related broker-dealer · false to unset
        Jul 21, 2026 to Sep 14, 2026
      • Related insurance company · false to unset
        Jul 21, 2026 to Sep 14, 2026
      • Succession · false to unset
        Jul 21, 2026 to Sep 14, 2026
      • Employees · 22 to 24
        Jun 25, 2025 to Feb 4, 2026
      • Discretionary RAUM · $2.6B to $2.9B
        Jun 25, 2025 to Feb 4, 2026
      • RAUM · $2.6B to $2.9B
        Jun 25, 2025 to Feb 4, 2026
      • Financial planning clients · 0 to 0
        Apr 23, 2025 to Jun 25, 2025
      • Advisory employees · 2 to 3
        Jan 11, 2024 to Jan 30, 2025
      • Discretionary RAUM · $2.3B to $2.6B
        Jan 11, 2024 to Jan 30, 2025
      • RAUM · $2.3B to $2.6B
        Jan 11, 2024 to Jan 30, 2025
      • Discretionary RAUM · $2.0B to $2.3B
        Jan 12, 2023 to Jan 11, 2024
      • RAUM · $2.0B to $2.3B
        Jan 12, 2023 to Jan 11, 2024
      • BD registered reps · 11 to 10
        Mar 15, 2022 to Jan 12, 2023
      • Employees · 24 to 22
        Mar 15, 2022 to Jan 12, 2023
      • Discretionary RAUM · $2.0B to $2.0B
        Mar 15, 2022 to Jan 12, 2023
      • RAUM · $2.0B to $2.0B
        Mar 15, 2022 to Jan 12, 2023
      • Related adviser · true to false
        Mar 15, 2022 to Jan 12, 2023
      • BD registered reps · 10 to 11
        Jan 6, 2021 to Jan 4, 2022
      • Discretionary RAUM · $1.5B to $2.0B
        Jan 6, 2021 to Jan 4, 2022
      • RAUM · $1.5B to $2.0B
        Jan 6, 2021 to Jan 4, 2022
      • Related adviser · false to true
        Jan 6, 2021 to Jan 4, 2022
      • Employees · 19 to 24
        Jan 22, 2020 to Jan 6, 2021
      • Financial planning clients · 1-10 to 0
        Jan 22, 2020 to Jan 6, 2021
      • Discretionary RAUM · $1.3B to $1.5B
        Jan 22, 2020 to Jan 6, 2021
      • RAUM · $1.3B to $1.5B
        Jan 22, 2020 to Jan 6, 2021
      • Advisory employees · 3 to 2
        Jan 17, 2019 to Jan 22, 2020
      • BD registered reps · 12 to 10
        Jan 17, 2019 to Jan 22, 2020
      • Discretionary RAUM · $932M to $1.3B
        Jan 17, 2019 to Jan 22, 2020
      • RAUM · $932M to $1.3B
        Jan 17, 2019 to Jan 22, 2020
      • BD registered reps · 9 to 12
        Jan 30, 2018 to Jan 17, 2019
      • Employees · 18 to 19
        Jan 30, 2018 to Jan 17, 2019
      • Organization form · Partnership to Limited Partnership
        Jan 30, 2018 to Jan 17, 2019
      • Discretionary RAUM · $1.1B to $932M
        Jan 30, 2018 to Jan 17, 2019
      • RAUM · $1.1B to $932M
        Jan 30, 2018 to Jan 17, 2019
      • BD registered reps · 7 to 9
        Jan 30, 2017 to Jan 30, 2018
      • Employees · 15 to 18
        Jan 30, 2017 to Jan 30, 2018
      • Financial planning clients · unset to 1-10
        Jan 30, 2017 to Jan 30, 2018
      Signals
      2 dated events
      • T•••••• P•••••••• L••• reported RAUM $2.0B, up 36% from $1.5B (2021-01-06 to 2022-01-04)
        Jan 4, 2022 · RAUM change · derived
      • T•••••• P•••••••• L••• reported RAUM $1.3B, up 40% from $931.8M (2019-01-17 to 2020-01-22)
        Jan 22, 2020 · RAUM change · derived
      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/retirebiblicallyreportedpublic record, Form ADV, Sep 21, 2026
      Firm profile
      linkedin.com/company/timothyplanreportedpublic record, Form ADV, Sep 21, 2026
      Website
      t•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      407-644-1986reportedpublic record, Form ADV, Sep 14, 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
      Asset manager (funds and pooled vehicles)deriveda 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