Timothy Plan
Timothy Plan is a Maitland, Florida-based biblically responsible investment firm founded in 1994, offering 12 mutual funds and 7 ETFs screened for Christian values to individual and institutional investors across all 50 US states.
- Company typePrivate
- Founded1994
- HeadquartersMaitland, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Timothy Plan does
Timothy Plan, operated through Timothy Partners, Ltd. (a Florida limited partnership organized in December 1993), is a US-based investment management firm founded in 1994 by Arthur D. Ally as America's first pro-life, pro-family mutual fund family. The firm pioneered Biblically Responsible Investing (BRI), applying proprietary moral screening criteria that exclude companies involved in abortion, pornography, gambling, tobacco, alcohol, anti-family entertainment, and related activities. The screening is conducted via the eVALUEator filtering tool, with an eight-filter framework spanning faith-based (abortion, pornography, entertainment, lifestyle, rights) and social (gambling, tobacco, alcohol) dimensions. The firm is headquartered in Maitland, Florida, employs 11-50 staff, and is founder/family-controlled with no parent company or external private equity ownership disclosed.
The company's product suite comprises 12 mutual funds and 7 ETFs spanning five asset classes (US Equity, Fixed Income, Non-US Equity, Inflation Sensitive, and Asset Allocation), with assets under management reaching $2.9 billion as of January 2026 (up from $1 billion in July 2017). Investment management is outsourced to specialized sub-advisors including Westwood Holdings Group (Small Cap Value) and Chartwell Investment Partners (Small/Mid Cap Growth), drawing on what the firm describes as expertise from over 40 individual money managers. Multiple share classes (A with front-end load, C with contingent deferred sales charge, I institutional no-load) and retirement account types (Traditional/Roth/Simple IRA, 403(b), Coverdell ESA, UGMA/UTMA) are offered.
Timothy Plan generates revenue through asset-based management fees across its mutual funds and ETFs, distributed through three primary channels: a network of major broker-dealers and over 300 advisory firms, registered investment advisors/financial consultants, and direct-to-consumer sales via the firm's website and phone support. ETFs are listed on NYSE ARCA (tickers: TPLE, TPHD, TPSC, TPIF, TPFC, TPFG, TPFI). Customer segments are individual faith-aligned investors (primary) and institutional clients including endowments, foundations, and faith-based organizations (primary), with financial advisors and broker-dealers serving as an indirect distribution layer. Marketing relies on content (corporate blog, educational seminars), earned media (FOX News, faith-based radio/podcasts), social channels (LinkedIn, X, YouTube, Vimeo), and ministry partnerships (15+ pro-life and family-policy organizations).
Timothy Plan firmographics
Firmographics- Name
- Timothy Plan
- Legal name
- Timothy Plan
- Website
- https://timothyplan.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Timothy Plan is a Maitland, Florida-based biblically responsible investment firm founded in 1994, offering 12 mutual funds and 7 ETFs screened for Christian values to individual and institutional investors across all 50 US states.
- Ownership category
- akta.pro rank
Timothy Plan industry classification
Industry- Product category
- Faith-based Investment Management
- NAICS
- Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Asset & Allocation ETFs (Balanced, Target Risk) (FSAAAFAF)
- akta.pro secondary industries
- Fixed Income Mutual Funds (FSAAAEAB), Fixed Income ETFs (Government, Corporate, Munis, TIPS) (FSAAAFAD)
Keywords
Where Timothy Plan is headquartered
LocationHeadquarters
- HQ city
- Maitland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Timothy Plan business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Management Fees: Timothy Plan generates revenue through management fees charged on assets under management across its mutual funds and ETFs. The fees vary by share class (Class A, Class C, Class I) with different fee structures including front-end loads, 12b-1 fees, and no-load options for institutional shares.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Class A shares with front-end load |
| Subscription | Monthly | Class C shares with contingent deferred sales charge |
| Subscription | Monthly | Class I institutional shares |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Timothy Plan product offering
Product offeringCore offering
Timothy Plan operates a family of 12 mutual funds and 7 ETFs across five asset classes (US Equity, Fixed Income, Non-US Equity, Inflation Sensitive, and Asset Allocation) applying proprietary biblically responsible investing (BRI) filters that screen out companies involved in activities contrary to Christian values including abortion, pornography, gambling, tobacco, alcohol, and anti-family entertainment. The company manages approximately $2.9 billion in assets through Timothy Partners, Ltd. and distributes its funds through broker-dealers, registered investment advisors, and direct-to-consumer channels available in all 50 US states.
Product overview
Timothy Plan is a biblically responsible investment company offering a platform of 12 mutual funds and 7 ETFs across five asset classes (US Equity, Fixed Income, Non-US Equity, Inflation Sensitive, and Asset Allocation). The mutual funds include Small Cap Value, Small/Mid Cap Growth, Large/Mid Cap Value, Large/Mid Cap Growth, Growth & Income, Fixed Income, High Yield Bond, International, Israel Common Values, Defensive Strategies, Strategic Growth, and Conservative Growth funds. The ETF suite comprises US Large/Mid Cap Core Enhanced ETF (TPLE), High Dividend Stock ETF (TPHD), US Small Cap Core ETF (TPSC), International ETF (TPIF), Free Cash Flow ETF (TPFC), Free Cash Flow Growth ETF (TPFG), and Fixed Income ETF (TPFI). All products utilize proprietary Biblically Responsible Investing filters excluding companies involved in abortion, pornography, gambling, tobacco, alcohol, and anti-family activities. The company manages $2.9 billion in assets with over 40 individual money managers and offers multiple share classes (A, C, I) and retirement account services including Traditional IRA, Roth IRA, 403(b), and Coverdell ESA.
Differentiator
Problem solved
Functional benefit
Products and services
- Timothy Plan Mutual Funds A family of 12 mutual funds across five asset classes (US Equity, Fixed Income, Non-US Equity, Inflation Sensitive, and Asset Allocation) utilizing Biblically Responsible Investing filters to exclude companies involved in abortion, pornography, gambling, tobacco, alcohol, and anti-family activities. Offered in multiple share classes (A, C, I) to individual and institutional investors.
- Timothy Plan ETFs Exchange-traded funds listed on NYSE ARCA including US Large/Mid Cap Core ETF (TPLE), High Dividend Stock ETF (TPHD), US Small Cap Core ETF (TPSC), International ETF (TPIF), Free Cash Flow ETF (TPFC), Free Cash Flow Growth ETF (TPFG), and Fixed Income ETF (TPFI), all screened for Christian values.
- Biblically Responsible Investing Filters Proprietary moral filtering standards that exclude companies involved in abortion, pornography, gambling, tobacco, alcohol, anti-family entertainment, and alternative lifestyle activities, including faith-based filters (abortion, pornography, entertainment, lifestyle, rights) and social filters (gambling, tobacco, alcohol). Screening powered by the eVALUEator research tool.
- Retirement Account Services
Quantifiable outcome
- $2.9 billion in assets under management
- +1 more outcomes
Companies that use Timothy Plan
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Timothy Plan technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Timothy Plan partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- eVALUEatorcoreeVALUEator provides filtering tools used by Timothy Plan to research and identify companies involved in activities that violate their biblical filters. This tool helps screen for companies involved in abortion, pornography, gambling, and other excluded activities.
- Timothy Partners, Ltd.coreTimothy Partners, Ltd. is the registered investment advisor and distributor of Timothy Plan funds, organized as a Florida limited partnership. They supervise the investment of assets and approve the portfolio of securities selected by investment managers.
- Foreside Fund Services, LLCcoreForeside Fund Services, LLC is the distributor of Timothy Plan ETFs, member FINRA. They handle the distribution and sale of Timothy Plan exchange-traded funds.
- Ultimus Fund SolutionscoreUltimus Fund Solutions handles shareholder services for Timothy Plan mutual funds, including account administration, processing of transactions, and customer support. Located in Cincinnati, OH.
- Westwood Holdings GroupcoreWestwood Holdings Group serves as the fund management team for Timothy Plan Small Cap Value fund, providing investment expertise and portfolio management for small-cap equities.
- Chartwell Investment PartnerscoreChartwell Investment Partners serves as the fund management team for Timothy Plan Small/Mid Cap Growth fund, providing investment expertise focused on earnings growth potential.
Scale indicators5 records
Recent moves1 record
Expansion highlights4 records
Timothy Plan competitors and assessment
Company assessmentBroad incumbents
- Global X ETFs: Global X is a thematic and values-oriented ETF provider listed on major exchanges. Comparable as an ETF platform competing for advisor shelf space and thematic values-based investor capital, though with broader mandate and larger distribution scale.
- Trillium Asset Management: Trillium Asset Management (formerly PAX World Funds) is a long-established ESG and values-based investment manager offering mutual funds and separate accounts. Comparable to Timothy Plan as a values-screened investment manager, though broader ESG mandate rather than specifically biblical screening.
- iShares ESG (BlackRock): BlackRock's iShares ESG ETF lineup offers values-screened ETFs at scale with institutional distribution. Comparable as a values-aligned ETF competitor, though with significantly larger AUM scale, broader ESG screening, and lower fees than Timothy Plan's offerings.
Direct peers
- Inspire Investing: Inspire Investing is a biblically responsible investing firm offering ETFs and advisor tools screened for Christian values. Directly comparable to Timothy Plan as a competing biblically responsible investment platform with overlapping ETF product sets and advisor distribution focus.
- Eventide Funds: Eventide Funds is a faith-based mutual fund family applying biblical and values-based investing principles to actively managed portfolios. Directly comparable as a values-based mutual fund competitor targeting faith-aligned individual and institutional investors.
- Ave Maria Mutual Funds: Ave Maria Mutual Funds is a Catholic-values-based mutual fund family that excludes companies involved in activities contrary to religious teachings. Comparable to Timothy Plan as a religious-values mutual fund competitor serving faith-based investors with similar screening philosophy.
- FaithShares: FaithShares offers faith-based ETFs investing in companies aligned with Christian values. Directly comparable as a biblically screened ETF provider competing in the same niche and through similar NYSE ARCA-listed ETF distribution channels.
- Praxis Mutual Funds: Praxis Mutual Funds is a faith-based mutual fund family managed by Everence offering values-screened investment portfolios. Comparable to Timothy Plan as a faith-based mutual fund competitor with overlapping advisor distribution and individual investor segments.
Emerging players
- Grizzle ETFs: Grizzle is an emerging ETF issuer with values-oriented and thematic ETF products. Comparable to Timothy Plan as a smaller values-aligned ETF platform, though with a broader thematic mandate and less explicit religious screening.
Others
- Timothy Capital Group: Timothy Capital Group is a faith-aligned wealth management and advisory firm that may recommend values-based products including biblically responsible funds. Comparable as a downstream distribution channel partner within the faith-based investing ecosystem that complements rather than competes with Timothy Plan's product offering.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Timothy Plan social profiles
Digital presenceTimothy Plan financial estimates
Financial estimateRevenue estimate
Valuation estimate
Timothy Plan leadership team
Management profileNumber of profiles
Profiles1 record
Timothy Plan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Timothy Plan M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Timothy Plan
What does Timothy Plan do?
Timothy Plan operates a family of 12 mutual funds and 7 ETFs across five asset classes (US Equity, Fixed Income, Non-US Equity, Inflation Sensitive, and Asset Allocation) applying proprietary biblically responsible investing (BRI) filters that screen out companies involved in activities contrary to Christian values including abortion, pornography, gambling, tobacco, alcohol, and anti-family entertainment. The company manages approximately $2.9 billion in assets through Timothy Partners, Ltd. and distributes its funds through broker-dealers, registered investment advisors, and direct-to-consumer channels available in all 50 US states.
Is Timothy Plan a public or private company?
Timothy Plan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Timothy Plan founded?
Timothy Plan was founded in 1994. It employs 11 to 50 people.
Where is Timothy Plan based?
Timothy Plan is headquartered in Maitland, United States, in the North America region.
How does Timothy Plan make money?
One revenue line is on record: management Fees.
Who are Timothy Plan's main competitors?
Broad incumbents on record are Global X ETFs, Trillium Asset Management and iShares ESG (BlackRock). Direct peers are Inspire Investing, Eventide Funds, Ave Maria Mutual Funds, FaithShares and Praxis Mutual Funds. Grizzle ETFs is listed as an emerging player. Timothy Capital Group is listed as an others.
Does Timothy Plan have an API?
No public API is recorded for Timothy Plan.
What industry is Timothy Plan in?
Timothy Plan's product category is Faith-based Investment Management. Its primary akta.pro industry code is FSAAAFAF, Multi-Asset & Allocation ETFs (Balanced, Target Risk), with a secondary code of FSAAAEAB, Fixed Income Mutual Funds. Its NAICS code is 525910 and its SIC code is 6282.