Mt. Timp Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mt. Timp Capital provides asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans, and it may advise on private placements, alternative investments, and variable-annuity sub‑accounts. The firm currently operates with a single advisory professional and reports no assets under management as of the most recent filing.
The firm’s investment process relies on fundamental analysis and a value-investing orientation, documenting client objectives in Investment Policy Statements and implementing long- and short‑term strategies; Mt. Timp Capital does not exercise discretionary trading authority and obtains client consent before effecting trades. It also offers pension consulting and limited-scope financial-planning engagements, including hourly consulting arrangements for specific topics.
Mt. Timp Capital’s principal combines credentials as a licensed attorney and a certified public accountant and provides ancillary legal and tax/accounting services subject to conflict checks and restrictions, a combination that is uncommon among peers. The firm also intends to publish books, periodicals and a subscription newsletter and to run seminars and workshops on value investing, and it accepts prepayment for those non‑advisory publications and educational services — features that are statistically rare for firms in this category.
Client services
Expertise
Occupation focus
Fee options
Retirement plan fixed annual fee typically $20,000, payable quarterly or semi-annually in advance; seminar/workshop fees range from $50 to $1,000 per event or series; books and periodicals range from $10 to $150.
$1,000 - $2,999: 3% $3,000 - $4,999: 2% $5,000 - $6,999: 1.25% $7,000+: 1%
Financial planning and consulting fees range from $100 per hour (minimum) to $400 per hour (maximum).
Newsletter subscriptions at $5 per month, $15 per quarter, or $60 per year.
Account minimum: $1,000 Fee-only: Financial planning hourly fees range from $100 to $400 per hour.
Main office
Winnetka CA
Advisors at this office
1
Most active in
California
Also doing business as
Dixon Leon Gardner · Dixon Leon Gardner Dba Mt. Timp Capital · Gardner, Dixon, Leon · Mt. Timp Capital
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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