Adviser Record

Timberlink LLC

Registered investment adviser · Johns Creek, GA · CRD #170067

Form ADV data as of 2026-09-01
Regulatory assets
$594,011
Total accounts
1
Employees
2
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$0
Non-discretionary regulatory assets under management$594,011
Total regulatory assets under management$594,011
Discretionary accounts0
Non-discretionary accounts1
Total accounts1
Regulatory assets under management attributable to non-U.S. persons$594,011

People

Total employees (excluding clerical)2
Employees performing investment advisory functions (including research)2
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state0
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsYes
Has custody of client securitiesNo
Client funds and securities held in the firm's custody$594,011
Clients for whom the firm has custody1
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients1

How the firm is compensated

Hourly chargesFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Client types

Type of clientClientsAssets
Pension and profit sharing plans (not the participants or government plans)Not reported$594,011