Timothy Craig Steenwyk
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,400,000
Clients
22
Advisors
2
across 2 offices
About
The firm manages about $32 million for roughly 22 clients and primarily serves individual investors and related account types such as trusts, retirement and charitable accounts. It provides discretionary portfolio management focused on investments in publicly traded securities and charges fees based on assets under management.
The firm follows a single, fundamental deep‑value (contrarian) equity strategy, investing only in public companies the advisor believes are trading below intrinsic value with capital appreciation as the primary objective and dividends as a secondary benefit. Management is conducted on a limited‑discretionary basis (authority to buy and sell but no custody), emphasizes low turnover and long holding periods, and the firm does not tailor alternate investment approaches for clients who seek different strategies.
Distinctive aspects include a small client roster with account sizes accepted from $25,000, continual hands‑on account review by the principal, and an explicit policy of aligning the advisor’s personal investments with client holdings while executing client trades ahead of any personal transactions. The advisor’s long personal track record and singular commitment to deep‑value public equities differentiate the firm from peers that typically offer multiple strategies or greater customization.
Client services
Expertise
Fee options
$25,000 - $4,000,000: 2% annually $4,000,001 - $7,999,999: 1.5% annually $8,000,000+: 1% annually
Account minimum: $25,000
Main office
See officeMontgomery TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Steenwyk, Timothy · Timothy Craig Steenwyk
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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
Advisors at this firm
Timothy S
Series 65
Montgomery, TX
Timothy Craig Steenwyk
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 S
Series 65
Conroe, TX
Timothy Craig Steenwyk
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.
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