user avatar

Christopher Herff Schmachtenberger

Advisor at Timucúan Asset Management Inc. — Jacksonville, FL West Forsyth Street

Updated today

Credentials

CFA®

Experience

29 years

Location

Jacksonville, FL 32202-4358

Timucúan Asset Management Inc. logo

Timucúan Asset Management Inc.

Multi-team

Total advisors

4

Across 4 offices

Clients per advisor

148 Very High

Avg AUM per client

$4,605,437 Very High

HNW client ratio

97% Very High

About

Christopher Schmachtenberger is a CFA® charterholder with 29 years of industry experience. He has been with Timucúan Asset Management Inc. in Jacksonville, FL since 1993. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm focuses on fundamental, business-oriented value investing through concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.

Client services

Based on Timucúan Asset Management Inc.

Portfolio management

Expertise

Based on Timucúan Asset Management Inc.

Active portfolio management Wealth management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $10,000,000: 1.00% annually (0.25% quarterly) $10,000,000+: 0.75% annually (0.1875% quarterly)

Performance-based

For accounts greater than $5 million, greater of a quarterly maintenance fee based on tiered rates (0.50% to 0.10% annualized depending on asset size) or a 10% quarterly performance fee subject to a high-water mark; Timucuan Fund general partner receives 15% incentive allocation of net profits subject to minimum 5% compounded annual return.

Other

Account minimum: $1,000,000

Location

See office

Jacksonville, FL West Forsyth Street

200 West Forsyth Street, Suite 1600

Jacksonville FL 32202

Advisors at this office

1

Most active in

Florida

Work history

29 years of industry experience

Timucuan Asset Management Inc.

1993 - Present • 33 years

Jacksonville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael M

CFP®

Jacksonville, FL

Wealth 73, LLC

Michael Macke is a CFP® professional with 23 years of experience in financial advisory. He is the sole advisor at Wealth 73, LLC, an independent firm based in Jacksonville, FL. His career includes roles at several firms such as Petros Advisory Services, Payne Capital Management, and Valic Financial Advisors. Wealth73, LLC is a fee-only independent investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a mix of strategic and tactical asset allocation supported by various analytical methods and both passive and active investment vehicles.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)
user avatar

Christine S

CFP®, Series 63, Series 65

Jacksonville, FL

Valic Financial Advisors

Christine Shippey is a CFP® professional with 20 years of industry experience, currently serving at Valic Financial Advisors. Her prior roles include positions at TIAA-CREF and TD Ameritrade. Outside of financial advising, she co-owns a vintage and antiques resale business with her daughter. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Erin E

Series 63, Series 66

Jacksonville, FL

Independent Advisor Alliance, LLC

Erin Eiras is a Wealth Mamager at InVestra holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her firms RIA is Visoinary Square - Independent Advisor Alliance since 2018 and concurrently brokers through LPL Financial since 2012. InVestra serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Long-term care insurance Business exit / sale strategy Founder/Business Owner Self-Employed Executive Technology Professional Established Professionals HENRY (High Earners, Not Rich Yet) Women Professionals Women Business Owners Women's Finance

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
user avatar

Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.

Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)