Timothy J. Percarpio

AZARIAS CAPITAL MANAGEMENT, L.P.

Berwyn, PA 19312

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CRD#: 2054923

Professional summary

Timothy John Percarpio is a registered financial advisor currently at AZARIAS CAPITAL MANAGEMENT, L.P. located in Berwyn, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Timothy has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Percarpio's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 5, 2024 - Present

AZARIAS CAPITAL MANAGEMENT, L.P.

Office #1: 1055 Westlakes Drive Suite 300, Berwyn, PA 19312

RIA

CRD#: 174466

Berwyn, PA

Past

March 18, 1996 - May 31, 2007

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

May 22, 1995 - December 31, 1995

AMERICAN CAPITAL CORPORATION

CRD#: 16124

VALLEY FORGE, PA

Past

March 22, 1993 - September 1, 1993

CUSTODIAN SECURITIES, INC.

CRD#: 30370

WAYNE, PA

Past

June 21, 1990 - March 4, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

AZARIAS CAPITAL MANAGEMENT, L.P.

CRD#: 174466 / SEC#: 801-123447

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/23/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/5/2024)

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

State Security Law Exam

IAR

Series 65

Date: 3/22/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/5/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/16/1990

General Securities Representative Examination

Current Firm

AZARIAS CAPITAL MANAGEMENT, L.P.

CRD#: 174466 / SEC#: 801-123447

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/23/2022 Terminated)

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Contact information

Main Address

1055 Westlakes Drive Suite 300, Berwyn, PA 19312

Mailing Address

Phone number

(215) 494-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

AZARIAS CAPITAL MANAGEMENT L.P._FORM ADV PART 2A_03142025 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 249,375,917

Red Flags

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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Timothy J. Percarpio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Percarpio's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD MARKETING CORPORATION

AMERICAN CAPITAL CORPORATION

CUSTODIAN SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AZARIAS CAPITAL MANAGEMENT, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/1993

Series 63

Date: 7/5/1990

Series 7

Date: 6/16/1990

Current Firm

AZARIAS CAPITAL MANAGEMENT, L.P.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AZARIAS CAPITAL MANAGEMENT, L.P.

TRUST BUT VERIFY

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