Timothy Plan

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).

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

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

• Biblically responsible investing
• Mutual fund management
• Faith-based ETFs
• Values-based screening
• Christian investment funds

Headquarters

HQ city

Maitland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core 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

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered core.

• eVALUEatorcoreTechnology or IntegrationeVALUEator 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.coreOthersTimothy 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, LLCcoreOthersForeside 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 SolutionscoreOthersUltimus 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 GroupcoreStrategic or Co-development PartnerWestwood 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 PartnerscoreStrategic or Co-development PartnerChartwell 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

Broad 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

• Xx.com/timothyplan
• YouTubeyoutube.com/user/timothyplan
• LinkedInlinkedin.com/company/timothy-plan%C2%AE

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Timothy Plan