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William Randall Mann

CRD# 2033579·Registered 1990 - 2021
Previously Registered: Being a previously registered professional could mean that William is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

William Randall Mann, who also goes by W Randall Mann, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1990 - 2021. William had worked at 1 firm and has passed the Series 2 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

W Randall Mann

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

TIMUCUAN ASSET MANAGEMENT INC·CRD# 105899
RIA
Jacksonville, FL
February 27, 1990 - September 20, 2021

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Current Firm

TA
TIMUCUAN ASSET MANAGEMENT INC

TIMUCUAN ASSET MANAGEMENT INC

CRD#: 105899 / SEC#: 801-36461
RIA
Registered Investment Advisory firm - SEC (3/1/1990 Approved)

Contact Information

Main Address

1 Tower Court Suite 600, Jacksonville, FL 32202

Phone Number

(904) 356-1739

# of Employees

10

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAM ADV PART 2A - 7.1.2026_FINAL (7/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

621

AUM (Assets Under Management)

$3,805,034,702

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/01/2026Cover PageReport
01/19/2026Cover PageReport
10/24/2024Cover PageReport
01/08/2024Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TIMUCUAN ASSET MANAGEMENT INC

TIMUCUAN ASSET MANAGEMENT INC

CRD#: 105899 / SEC#: 801-36461
RIA
Registered Investment Advisory firm - SEC (3/1/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 2 — Non-Member General Securities Examination

Passed Jan 1990

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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