AdvisorCensus / Financial advisors / Alabama / Birmingham / Timberchase Financial, LLC
Timberchase Financial, LLC is an SEC-registered investment advisory firm in Homewood, AL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.
Quick answers
From the filingHow is Timberchase Financial, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Timberchase Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Timberchase Financial, LLC charge?
Its Form ADV Part 2A brochure dated August 25, 2026 states: Up to $1,000,000: 1.2% a year; $1,000,001 to $3,000,000: 1% a year; $3,000,001 to $5,000,000: 0.8% a year; $5,000,001 to $10,000,000: 0.7% a year; Above $10,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Timberchase Financial, LLC located?
Timberchase Financial, LLC's principal office is in Homewood, AL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Timberchase Financial, LLC registered with the SEC or a state?
Timberchase Financial, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 131205.
How much does Timberchase Financial, LLC manage?
Timberchase Financial, LLC reports $280,224,237 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).
How have Timberchase Financial, LLC's assets and staff changed since 2021?
In the Form ADV data for Timberchase Financial, LLC: Regulatory assets under management: $139,040,440 in the October 2021 data and $280,224,237 in the October 2026 data, up 102%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Timberchase Financial, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (33).
Which custodians does Timberchase Financial, LLC use?
Timberchase Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Timberchase Financial, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131205
Does Timberchase Financial, LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 25, 2026 says: "We do not have an asset minimum."
What changed in Timberchase Financial, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $237,136,020 to $280,224,237 (+18%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.2% |
| $1,000,001 to $3,000,000 | 1% |
| $3,000,001 to $5,000,000 | 0.8% |
| $5,000,001 to $10,000,000 | 0.7% |
| Above $10,000,001 | 0.5% |
The brochure's wording
Timberchase’s advisory fee is calculated according to the following tiered fee schedule: Assets Under Management Annual Rate $0 to $1,000,000 1.20% $1,000,001 to $3,000,000 1.00% $3,000,001 to $5,000,000 0.80% $5,000,001 to $10,000,000 0.70% $10,000,001 and greater 0.50%
Alternatively, Timberchase offers clients a fixed fee option for its services in lieu of the above fee structure. The fixed fee option is based upon the scope of the services rendered to the client and the complexity of their overall financial situation and ranges between $1,000 to $50,000.
Fees are negotiable. Timberchase, in its sole discretion, may waive any minimum fee and/or charge a lesser investment advisory fee based upon certain criteria
Account minimum: None
The brochure's wording
We do not have an asset minimum.
As stated in the firm's Form ADV Part 2A brochure dated August 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$280,224,237 as of October 2026, filing dated August 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 7. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $280,224,237 | 7 | August 25, 2026 |
| October 2025 | $237,136,020 | 5 | July 3, 2025 |
| October 2024 | $193,646,838 | 5 | February 26, 2024 |
| October 2023 | $155,816,264 | 6 | May 11, 2023 |
| October 2022 | $172,663,393 | 6 | August 18, 2022 |
| October 2021 | $139,040,440 | 5 | March 25, 2021 |
Regulatory assets under management: $139,040,440 in the October 2021 data and $280,224,237 in the October 2026 data, up 102%.
Total employees: 5 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $237,136,020 to $280,224,237 (+18%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Timberchase Financial, LLC (CRD 131205): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/timberchase-financial-llc-homewood-al-131205