Tradition Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tradition Investment Management, LLC provides discretionary and non‑discretionary portfolio management and related advisory services primarily to individual and high‑net‑worth clients, generally requiring a $100,000 account minimum. The firm delivers managed account programs and periodic financial planning, with asset‑based billing and custodial relationships recommended with major custodians.
TIM’s investment process is tailored to client risk tolerance and time horizon and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Accounts are reviewed at least quarterly, and managers work with clients to set restrictions or objectives before exercising discretionary authority.
The firm’s public materials disclose historical performance, predecessor performance, and third‑party ratings — disclosures that are relatively uncommon among similar supported advisers. The brochure also notes an affiliation with an insurance brokerage and that some representatives are licensed to sell commissionable insurance products (limited to a portion of their time), and it highlights that the firm is led by a CFA charterholder with prior senior investment roles and operates a free financial‑education resource.
Client services
Expertise
Fee options
$0 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Account minimum: $100,000
Main office
See officePanama City Beach FL
Advisors at this office
1
Offices (2)
Most active in
Florida · Tennessee
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Richard H
Series 63, Series 65
Kingsport, TN
Tradition Investment Management, LLC
Richard Halliburton is a financial advisor at Tradition Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including pharmaceutical sales, wealth management, and military service in the US Army Reserves for 30 years. Halliburton is also the owner of a life insurance and annuities brokerage. Tradition Investment Management, LLC provides discretionary and non-discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm’s investment approach is tailored to client risk tolerance and time horizon, incorporating asset allocation, dollar-cost averaging, technical analysis, and long- and short-term trading as appropriate.
Benjamin H
CFA®, Series 63, Series 65
Panama City Beach, FL
Tradition Investment Management, LLC
Benjamin Halliburton is a CFA® charterholder with 21 years of industry experience. He is currently with Tradition Investment Management, LLC and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Tradition Investment Management, LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning services. The firm tailors advice based on client objectives, time horizon, and risk tolerance, using various investment methods with a focus on long-term purchasing power preservation and tax considerations.
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