M
Mt. Timp Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Write books on value investing
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
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 location
Mt. Timp Capital
Winnetka CA, United States
Number of offices
1
Most active in
Mt. Timp Capital has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
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