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TIMBER CREEK CAPITAL MANAGEMENT, LLC

BOSTON, MA · CRD 146220 · IAPD ↗ · timbercreek-capital.com · 617-722-0855

$636.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — TIMBER CREEK CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2025 — TIMBER CREEK CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($483.2M -> $549.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2025 — TIMBER CREEK CAPITAL MANAGEMENT, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — TIMBER CREEK CAPITAL MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.