# Timothy Charles Financial, LLC

Timothy Charles Financial, LLC is a Multi Family Office based in Lynnfield, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lynnfield, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 2010
- **Assets under management:** $50M - $250M (Altss estimate)
- **Website:** timothycharlesfinancial.com

## Regulatory record

- **CRD number:** 287945
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287945

## About

Timothy Charles Financial, LLC is a state-registered investment adviser in Lynnfield, MA. The firm manages approximately $98 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Timothy Charles — Founder & President

## Questions

### Does Timothy Charles Financial rely on external fund managers or invest directly?

The firm invests almost exclusively through direct deals and SPVs. It avoids fund-of-funds structures, allowing clients to select specific co-investment opportunities across real estate, private credit, and infrastructure (per the firm's official communications).

### How does Timothy Charles Financial source proprietary deal flow?

The firm sources deals through its network of family offices, legal advisors, and regional real estate developers. Many opportunities originate from the Mid-Atlantic professional services community. The firm does not maintain a formal sourcing team (Altss estimate based on team size).

### What asset classes does Timothy Charles explicitly avoid?

The firm generally avoids venture capital, hedge funds, and any blind-pool fund-of-funds vehicles. It also stays away from publicly traded securities, preferring private-market investments with direct control over capital deployment (per the firm's official communications).

## Related profiles

- [Tolsma Investments](https://altss.com/profile/tolsma-investments-llc)
- [CANOPUS WEALTH MANAGEMENT](https://altss.com/profile/canopus-wealth-management)

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Last updated: 2026-07-06T01:24:27.226Z

Canonical page: https://altss.com/profile/timothy-charles-financial-llc

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