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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Timberchase Financial LLC
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|---|---|
| CRD # | 131205 |
| SEC # | 801-119050 |
| CIK # | |
| AUM | $237.1 M (2025-07-03) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 205-980-7118 |
| Address | 31 Inverness Center Parkway Hoover, AL 35242 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 16.9 |
| (b) Individuals (high net worth individuals) | 87 | 213.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 798 | 237.1 |
| By Discretionary | ||
| Discretionary | 798 | 237.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 798 | 237.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.1 | |
| Total | 798 | 237.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lee Johnson Capital Management LLC
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|
TX | 0.2 |
|
Granite Capital Management LLC
✚
|
CA | 0.2 |
|
Nabity-Jensen Investment Management Inc
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|
NE | 0.2 |
|
Washburn Capital Management Inc
✚
|
FL | 0.2 |
|
R Stewart Eads Investment Counsel Inc
✚
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GA | 0.2 |
|
Pathworks Financial Inc
✚
|
MI | 0.2 |
|
Riverplace Capital Management Inc
✚
|
FL | 0.2 |
|
Crossgate Wealth Advisors LLC
✚
|
PA | 0.2 |
|
Northeastern Star Asset Management Inc
✚
|
PA | 0.2 |
|
Penney Financial LLC
✚
|
TX | 0.2 |