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| Keyboard |
| Timberchase Financial LLC
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|---|---|
| CRD # | 131205 |
| SEC # | 801-119050 |
| CIK # | |
| AUM | 280.2 M (2026-03-09) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 205-980-7118 |
| Address | 31 Inverness Center Parkway Hoover, AL 35242 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 16.0 |
| (b) Individuals (high net worth individuals) | 93 | 247.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 830 | 280.2 |
| By Discretionary | ||
| Discretionary | 830 | 280.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 830 | 280.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.1 | |
| United States Persons | 271.1 | |
| Total | 830 | 280.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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MI | 281.3 M |
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Miller Avenue Advisors LLC
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Wilson & Boucher Capital Management LLC
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FF Advisors LLC
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CA | 280.3 M |
|
Paladin Advisory Group LLC
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IA | 279.8 M |
|
Members Wealth LLC
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PA | 279.6 M |
|
Higgins & Schmidt Wealth Strategies LLC
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|
CO | 279.5 M |
|
Pathworks Financial Inc
✚
|
MI | 279.3 M |
|
Wells Financial Advisors Inc
✚
|
MA | 279.3 M |
|
DWM Financial Group Inc
✚
|
IL | 279.2 M |