$450.3M Total AUM
$408.0M Disc. AUM
2.7% 3Y CAGR
8 Employees
198 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-29-2009
- Office Locations
- 2
Office Locations
121 Reynolda Village Suite B Winston Salem NC
121-B Reynolda Village Winston Salem NC
About Timonier
Timonier is a fee-only, multidisciplinary family office in Winston-Salem, NC, providing centralized, collaborative advice across financial planning, investment advisory, tax and estate planning, real estate, 401(k) solutions, and philanthropy. Serves retail and institutional clients with a holistic life-planning approach; client assets may be custodied at Fidelity/NFS or TD Ameritrade.
Team overview
54 AVG AGE
$112.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
7.4 yrs AVG TENURE
8 Employees
4 Advisory Reps
5 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
NICHOLAS C BAKER
President, Wealth Advisor
- CRD
- #6222468
- Ownership
- 50% but less than 75%
Available
Available
Available
JANICE JACOBY FRENCH
Wealth Advisor
- CRD
- #4360906
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
T
Timonier L. Baker
Founder
- CRD
- --
Available
Available
Available
S
SAMUEL BRADFORD SOOTS
--
- CRD
- #5673982
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $407,988,515 | $587,034 |
| Non-Discretionary | $42,315,072 | $3,526,256 |
| Total | $450,303,587 | $636,922 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| 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 |
Continue browsing