CRD: 146220
Timber Creek Capital Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2008
- Office Locations
- 1
Office Locations
About Timber Creek Capital Management, LLC
Timber Creek Capital Management is an owner-managed, multi-generational Boston investment advisor serving clients across generations. The firm provides portfolio construction, investment planning, and coordination with clients’ legal and tax advisors. Its approach emphasizes long-term, fundamentals-based research and asset allocation, typically implemented with ETFs alongside public equities and fixed income, and it custodies assets with Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS RAYMOND BRENNECKE
Managing Member
- CRD
- #1009530
- Ownership
- 75% or more
JOHN WILL THOMAS BRENNECKE
Chief Compliance Officer, Managing Member
- CRD
- #5481933
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BRENDAN Daniel CLUNE
--
- CRD
- #6680008
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $636,827,527 | $2,709,904 |
| Non-Discretionary | $0 | -- |
| Total | $636,827,527 | $2,709,904 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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