Timecapital Investor Advisory Services Inc
SEC RegisteredAbout the firm
TimeCapital was founded by Richard G. Rohman and Jeffrey P. Harriton, establishing TimeCapital Securities in 1974 and TimeCapital Investor Advisory Services in 1976. The firm has remained in the same location for almost 50 years, providing clients with customized investment management and personal service that has helped establish enduring client relationships spanning generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management customized to clients' needs, goals, and tolerance for market risk, complemented by personalized service
Who they serve
Clients seeking individualized investment management, including many with multigenerational relationships with the firm
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 156 | $190M |
| High Net Worth Individuals | 62 | $42M |
| Charitable Organizations | 4 | $265k |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of June 27, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timecapital Investor Advisory Services Inc 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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