# Tim Looney Investments

Tim Looney Investments is a Bank / Wealth / Trust based in Longwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Longwood, United States
- **Region:** North America
- **Address:** Longwood, FL, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** timlooneyinvestments.com
- **LinkedIn:** https://linkedin.com/company/tim-looney-investments-llc

## Regulatory record

- **CRD number:** 164413
- **SEC file number:** 801-76731
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164413

## About

Tim Looney Investments, LLC is an independent SEC Registered Investment Advisor located in Central Florida. As a Registered Investment Advisor they have a fiduciary obligation to put clients' interests first. Their comprehensive approach covers investing, retirement planning, estate planning, and risk management while focusing on the minimization of taxes and expenses. Services can be provided as an ongoing process, annual review, or one-time financial plan.

## People

- Tim Looney — Principal

## Questions

### Does the firm manage external capital or solely proprietary assets?

The entity's classification as a bank, wealth, or trust structure leaves open the possibility of managing client assets alongside proprietary capital. Given the absence of public marketing, the firm does not appear to actively solicit third-party LP commitments.

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Last updated: 2026-08-11T15:08:18.003Z

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