This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Jefferies · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-1986
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Between October 6, 2025 and March 19, 2026, reported AUM decreased 1.4%, from $3.9B to $3.8B.
Across 5 reported observations, AUM increased 18.7% between March 29, 2022 and March 19, 2026, from $3.2B to $3.8B.
Of the latest reported AUM, 94.2% is discretionary and 5.8% is non-discretionary.
The firm reports 4 advisory representatives and 621 clients, or 155.3 clients per representative. That equates to $6.1M in reported AUM per client.
The profile lists 4 reported office locations and 40 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Timucuan Asset Management INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Timucuan Asset Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RUSSELL BROWN NEWTON
Chairman Emeritus
- CRD
- #4359191
- Ownership
- 75% or more
DENNIS DEE BLYLY
Vice President
- CRD
- #1521332
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 8 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Timucuan Asset Management INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Timucuan Asset Management INC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing