1

1 Timothy 6 V 7 LLC

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

1 Timothy 6 V 7, LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, and also offers retirement plan consulting and financial planning. The firm serves foundations, corporations, plan sponsors and similar entities rather than maintaining a large roster of individual retail clients.

The firm’s investment approach blends active and passive strategies and seeks risk-adjusted, tax-aware allocations using qualitative, quantitative and technical analysis, including relative-strength metrics; it may employ options, short sales and margin when appropriate. Timothy provides both discretionary and non‑discretionary portfolio management and offers standalone planning and consulting engagements that can be billed on an hourly or fixed basis.

Noteworthy distinctions include acting as sponsor of a wrap fee program—an uncommon feature for firms in this category—and serving as the managing member of a private investment fund that charges incentive allocations, which results in custody responsibilities and independent audit and surprise-exam requirements. The firm is small and centralized in oversight, with a single principal supervising advisory activities and relying on an institutional custodian relationship that bundles execution, custody, and operational services.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and consulting services; may be fixed fees up to $20,000 annually; $750 flat fee generally for retirement plan sponsors.

Percentage

$0+: up to 1.25% annually (maximum annual fee) N/A - N/A: Class A Interests: 0.125% per quarter (approx. 0.5% annually) management fee on JC Technical Command Fund N/A - N/A: Class B Interests: 0.625% per quarter (approx. 2.5% annually) management fee on JC Technical Command Fund

Project-based

$120 per hour for financial planning and consulting services.

Performance-based

Performance-based fees for JC Technical Command Fund Class A interests: 20% incentive allocation of net new profits.

Other

Fee-only: Fee-only basis for advisory services; no commissions charged by Timothy.

Main office

Longview TX

Advisors at this office

1

Most active in

Texas

Disclosures

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Business activities & affiliations

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