Tim Looney Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$490,038,952
Clients
504
Advisors
3
of 4 employees
About
Tim Looney Investments, LLC provides fee‑based financial planning, investment supervisory services, retirement‑plan (ERISA 3(21)) advice, financial consulting, and educational seminars primarily to individual clients, including high‑net‑worth households. Services described in the brochure include personalized financial plans, custom portfolio management, hourly consulting projects, and plan‑sponsor support for qualified retirement plans.
The firm’s investment management is custom and non‑discretionary: TLI determines securities and position sizes but obtains prior client approval before executing trades and documents client objectives in an Investment Policy Statement. The ADV shows the firm’s reported assets under management are entirely non‑discretionary ($490,256,479 as of 12/31/2025) and notes the use of borrowing in separately managed accounts — practices that are uncommon among similarly supported firms.
Distinctive features in the brochure include a relatively large AUM level for a three‑advisor firm while operating without discretionary trading authority, the provision of ERISA 3(21) fiduciary services alongside individual wealth management, and reliance on third‑party standing letters of authorization that create a limited‑custody arrangement; the firm also discloses that it does not vote client proxies and that insurance and annuity products are sold by its advisors in their capacity as independent agents.
Client services
Expertise
Fee options
Financial planning fixed fees based on net worth ranging from $1,200 to $6,000 annually
$0 - $500,000: 0.8% annually $500,001+: 0.6% annually
$300 per hour, negotiable
Main office
2180 Sr 434, Suite 6140
Longwood FL 32779
Advisors at this office
3
Most active in
Colorado · Florida · Georgia · Louisiana · Nebraska · New Jersey · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Timothy L
Series 63, Series 65
Longwood, FL
Tim Looney Investments, LLC
Timothy Looney is the principal of Tim Looney Investments, LLC in Longwood, Florida, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 2012 and operated as an independent advisor since 2002. Tim Looney Investments, LLC serves individual clients, including high-net-worth and non-high-net-worth households, offering personalized financial planning, investment supervisory services, ERISA 3(21) plan advice, hourly consulting, and educational seminars. The firm employs a custom, non-discretionary portfolio management approach with documented investment objectives and quarterly account reviews, managing over $426 million in assets under management.
Brian F
Series 63, Series 65
Longwood, FL
Tim Looney Investments, LLC
Brian Flanagan is a financial advisor with Tim Looney Investments, LLC in Longwood, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Florida Financial Group Auto & Home LLC, where he also operates as an insurance agent in a sole proprietorship capacity. Tim Looney Investments, LLC provides fee-based financial planning, investment supervisory services, and retirement-plan advice primarily to individual clients, including high-net-worth households. The firm offers custom, non-discretionary portfolio management and ERISA 3(21) fiduciary services, managing nearly $490 million in assets as of year-end 2025 without discretionary trading authority.
John M
Series 65
Longwood, FL
Tim Looney Investments, LLC
John Mc Cully is a financial advisor at Tim Looney Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tim Looney Investments since 2023. Outside of finance, he is the owner of Downtown Pet Hospital in Orlando, Florida. Tim Looney Investments primarily serves individual clients, including high-net-worth and non-HNW households, offering personalized financial planning, investment supervisory services, and educational seminars. The firm uses a custom, non-discretionary portfolio management approach, requiring client approval for transactions and conducting quarterly account reviews.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")