Timucuan Asset Management Inc.

Timucuan Asset Management Inc. (CRD# 105899) is a financial advisory firm headquartered in Jacksonville, FL. They manage $1,188,134,000 in 410 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,188
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $2,897,888
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, IN, LA, MI, MN, NC, NJ, NY, TX, VA

Financial Advisors at Timucuan Asset Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Dennis D. Blyly
CRD#: 1521332
Middlebury, IN
96
Wealthminder
score

Dennis Blyly (CRD# 1521332) is an Investment Advisor Representative working at Timucuan Asset Management Inc. in Middlebury, IN and has over 31 years of experience in the finance industry.

2
Todd B. Martin
CRD#: 4361640
6371 Business Boulevard, Suite 200, Sarasota, FL 34240
90
Wealthminder
score

Todd Martin (CRD# 4361640) is an Investment Advisor Representative working at Timucuan Asset Management Inc. in Sarasota, FL and has 1 year of experience in the finance industry.

3
James W. Moore
CRD#: 5790877
200 West Forsyth Street, Suite 1600, Jacksonville, FL 32202
90
Wealthminder
score

James Moore (CRD# 5790877) is an Investment Advisor Representative working at Timucuan Asset Management Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

4
William R. Mann
CRD#: 2033579
200 W. Forsyth Street, Suite 1600, Jacksonville, FL 32202
87
Wealthminder
score

William Mann (CRD# 2033579) is an Investment Advisor Representative working at Timucuan Asset Management Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

5
Russell B. Newton
CRD#: 4359191
200 W. Forsyth Street, Suite 1600, Jacksonville, FL 32202
87
Wealthminder
score

Russell Newton (CRD# 4359191) is an Investment Advisor Representative working at Timucuan Asset Management Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

6
Christopher H. Schmachtenberger
CRD#: 2678708
200 W. Forsyth Street, Suite 1600, Jacksonville, FL 32202
87
Wealthminder
score

Christopher Schmachtenberger (CRD# 2678708) is an Investment Advisor Representative working at Timucuan Asset Management Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

7
Dreama D. Vaughn
CRD#: 2010435
200 W. Forsyth Street, Suite 1600, Jacksonville, FL 32202
87
Wealthminder
score

Dreama Vaughn (CRD# 2010435) is an Investment Advisor Representative working at Timucuan Asset Management Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.