Timothy Steenwyk is the principal of Timothy Craig Steenwyk, a firm based in Montgomery, TX. He holds a Series 65 designation and has four years of industry experience, with a professional background including self-employment since 1996. The firm manages approximately $32 million for about 22 clients, primarily individual investors and related accounts. It employs a single, fundamental deep-value equity strategy focused on publicly traded securities, emphasizing low turnover, long holding periods, and alignment of the advisor’s personal investments with client holdings.

Joshua Steenwyk is a financial advisor at Timothy Craig Steenwyk with three years of industry experience. He holds a Series 65 designation and has worked under the name Joshua Ryan Steenwyk since 2005. Timothy Craig Steenwyk manages approximately $32 million for around 22 clients, primarily serving individual investors and related accounts such as trusts, retirement, and charitable accounts. The firm employs a single deep-value equity strategy focused on publicly traded securities, emphasizing low turnover and long holding periods with discretionary portfolio management.