{
  "crd_number": 131205,
  "slug": "timberchase-financial-llc-homewood-al-131205",
  "primary_business_name": "TIMBERCHASE FINANCIAL, LLC",
  "legal_name": "TIMBERCHASE FINANCIAL, LLC",
  "dbas": [],
  "city": "Homewood",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "13820",
  "metro": {
    "cbsa_code": "13820",
    "common_name": "Birmingham",
    "msa_name": "Birmingham, AL",
    "path": "/advisors/al/birmingham"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-07-13",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 280224237.0,
  "raum_discretionary": 280224237.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8581286.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 16021281.0,
      "count": 33
    },
    "high_net_worth_individuals": {
      "raum": 247459518.0,
      "count": 93
    },
    "corporations_other_businesses": {
      "raum": 8162152.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "OR",
    "TX"
  ],
  "websites": [
    "https://facebook.com/Timberchase-Wealth-Management-166157523410810",
    "https://instagram.com/timberchasefinancial",
    "https://linkedin.com/company/timberchase-financial-llc",
    "https://reddit.com/r/TimberchaseFinancial",
    "https://timberchase.net",
    "https://youtube.com/@timberchasefinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131205",
  "city_as_filed": "HOMEWOOD",
  "url": "https://advisorcensus.com/firm/timberchase-financial-llc-homewood-al-131205",
  "display_name": "Timberchase Financial, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Timberchase Financial, LLC (CRD 131205): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Timberchase Financial, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Timberchase Financial, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Timberchase Financial, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Timberchase Financial, LLC registered with the SEC or a state?",
      "a": "Timberchase Financial, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 131205."
    },
    {
      "q": "How much does Timberchase Financial, LLC manage?",
      "a": "Timberchase Financial, LLC reports $280,224,237 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Timberchase Financial, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Timberchase Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (33)."
    },
    {
      "q": "Which custodians does Timberchase Financial, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Timberchase Financial, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Timberchase Financial, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 25, 2026 says: \"We do not have an asset minimum.\""
    },
    {
      "q": "What changed in Timberchase Financial, LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 139040440.0,
      "total_employees": 5,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 172663393.0,
      "total_employees": 6,
      "filing_date": "2022-08-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 155816264.0,
      "total_employees": 6,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 193646838.0,
      "total_employees": 5,
      "filing_date": "2024-02-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 237136020.0,
      "total_employees": 5,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 280224237.0,
      "total_employees": 7,
      "filing_date": "2026-08-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $237,136,020 to $280,224,237 (+18%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1.2%"
      },
      {
        "band": "$1,000,001 to $3,000,000",
        "rate": "1%"
      },
      {
        "band": "$3,000,001 to $5,000,000",
        "rate": "0.8%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.7%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have an asset minimum."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.2
        },
        {
          "min": 1000001.0,
          "max": 3000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 3000001.0,
          "max": 5000000.0,
          "rate_pct": 0.8
        },
        {
          "min": 5000001.0,
          "max": 10000000.0,
          "rate_pct": 0.7
        },
        {
          "min": 10000001.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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",
      "We do not have an asset minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/timberchase-financial-llc-homewood-al-131205.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 16021281.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 93,
      "fewer_than_5": false,
      "raum": 247459518.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 8581286.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 8162152.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131205",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}