Timothy John Schwiebert
Investment Adviser Representative at Topsail Wealth Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy John Schwiebert is an investment adviser representative with Topsail Wealth Management LLC in Cincinnati, OH, where they have been registered since 2024. They have worked in the securities industry since 1996 and were previously registered with L.m. KOHN & Company. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in North Carolina and Ohio.
Registrations & licenses
- Investment adviser:
- North Carolina, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- L.m. KOHN & CompanyJan 1998 – May 2024Cincinnati, OH
- Topsail Wealth Management LLCJun 2024 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Topsail Wealth Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Minimum schedule (AUM <= $900,000)1.00%
- Minimum schedule ($900K to $3M, flat $9,000 fee)—
- Tiered: first $5M (AUM > $3M)0.30%
- Tiered: next $5M (up to $10M)0.20%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Topsail offers investment advice and management, personalized asset allocations, tax-efficient investment approaches, wealth and estate planning, tax strategies (including tax-loss harvesting, asset location, and Roth conversion analysis), philanthropic planning, family office services, personal trust services, banking and lending, and bill pay services.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlotte, NC
- SEC file number:
- 801-130245
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at Topsail Wealth Management LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy John Schwiebert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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