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1 Timothy 6 V 7 LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
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
1 Timothy 6 V 7, LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, and also offers retirement plan consulting and financial planning. The firm serves foundations, corporations, plan sponsors and similar entities rather than maintaining a large roster of individual retail clients.
The firm’s investment approach blends active and passive strategies and seeks risk-adjusted, tax-aware allocations using qualitative, quantitative and technical analysis, including relative-strength metrics; it may employ options, short sales and margin when appropriate. Timothy provides both discretionary and non‑discretionary portfolio management and offers standalone planning and consulting engagements that can be billed on an hourly or fixed basis.
Noteworthy distinctions include acting as sponsor of a wrap fee program—an uncommon feature for firms in this category—and serving as the managing member of a private investment fund that charges incentive allocations, which results in custody responsibilities and independent audit and surprise-exam requirements. The firm is small and centralized in oversight, with a single principal supervising advisory activities and relying on an institutional custodian relationship that bundles execution, custody, and operational services.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Retired
Fee options
Flat fees for financial planning and consulting services; may be fixed fees up to $20,000 annually; $750 flat fee generally for retirement plan sponsors.
$0+: up to 1.25% annually (maximum annual fee) N/A - N/A: Class A Interests: 0.125% per quarter (approx. 0.5% annually) management fee on JC Technical Command Fund N/A - N/A: Class B Interests: 0.625% per quarter (approx. 2.5% annually) management fee on JC Technical Command Fund
$120 per hour for financial planning and consulting services.
Performance-based fees for JC Technical Command Fund Class A interests: 20% incentive allocation of net new profits.
Fee-only: Fee-only basis for advisory services; no commissions charged by Timothy.
Main office location
1 Timothy 6 V 7 LLC
Longview TX, United States
Number of offices
1
Most active in
1 Timothy 6 V 7 LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
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