Russell
Newton
Timucuan Asset Management Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Russell Newton is a financial advisor based in Jacksonville, Florida with a total of 33 years of industry experience. Newton is on the advisory team at Timucuan Asset Management Inc. They have worked at Timucuan Asset Management Inc for all of their career. Newton is registered to serve investors in Florida. Timucuan Asset Management Inc is a financial advisory business that has its headquarters in Jacksonville, FL. The company has offices in two locations and a total of 11 people on staff. It administers $3 billion in total assets between its 612 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 612 accounts, 92% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules vary depending on the type of financial services provided. However, fee types charged by Timucuan Asset Management Inc likely consist of asset-based, fixed and performance-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Timucuan Asset Management Inc Brokerage Details
$2,666,186,016
11
612
$4,356,513
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Disclosures
Please visit the SEC profile of Russell Newton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Timucuan Asset Management Inc
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Middlebury, IN
Sarasota, FL
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
