$3.8B Total AUM
$3.6B Disc. AUM
-- 3Y CAGR
10 Employees
621 ADV. Clients
40 yrs Firm Age
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- Custodian
- Fidelity/NFS · Jefferies · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-1986
- Office Locations
- 4
Office Locations
1 Tower Court Suite 600 Jacksonville FL
200 W. Forsyth Street Suite 1600 Jacksonville FL
8470 Enterprise Circle Unit 102a Lakewood Ranch FL
About Timucuan Asset Management INC
Timucuan Asset Management is a Jacksonville-based private investment firm (est. 1988) managing money for high net worth individuals, family offices, and institutional investors. The team runs a concentrated, value-oriented approach focused on competitively advantaged, well-managed businesses they view as undervalued, with SMA portfolios often implemented using ETFs.
Team overview
55 AVG AGE
$951.3M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
14.8 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
40yrs Firm Age
Insights
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Accredited Investors
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
RUSSELL BROWN NEWTON
Chairman Emeritus
- CRD
- #4359191
- Ownership
- 75% or more
Available
Available
Available
DENNIS DEE BLYLY
Vice President
- CRD
- #1521332
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,584,059,100 | $6,158,177 |
| Non-Discretionary | $220,975,602 | $5,666,041 |
| Total | $3,805,034,702 | $6,127,270 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | 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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