Data / Investment advisers / Alabama / Timberchase Financial, LLC
Timberchase Financial, LLC, Homewood, AL: $280 million AUM, SEC registered investment adviser
Timberchase Financial, LLC is an SEC registered investment adviser with its main office in Homewood, Alabama and reports $280 million in regulatory assets under management in its Form ADV filed August 25, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 131205
- SEC file number
- 801-119050
- SEC status
- Approved, effective July 13, 2020
- Main office
- 3310 Independence Drive, Homewood, AL 35209
- Phone
- (205) 980-7118
- Regulatory AUM
- $280,224,237 in the Form ADV filed August 25, 2026
- Discretionary AUM
- $280,224,237
- Accounts
- 830
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $247.5 million |
| Individuals (other than high net worth individuals) | 33 | $16 million |
| Charitable organizations | Fewer than 5 | $8.6 million |
| Corporations or other businesses | Fewer than 5 | $8.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $280.2 million | March 9, 2026 |
| December 1, 2025 | $237.1 million | July 3, 2025 |
Other advisers in Alabama
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Forager Capital Management, LLC | Birmingham | $352.9 million | 2 | adviserinfo.sec.gov |
| Aull & Monroe | Mobile | $323.2 million | Not listed | adviserinfo.sec.gov |
| Navigate 401k, LLC | Birmingham | $317.9 million | Not listed | adviserinfo.sec.gov |
| Trust Advisory Group LTD | Birmingham | $313.5 million | Not listed | adviserinfo.sec.gov |
| Brookline Investments, Inc. | Birmingham | $281.5 million | 7 | adviserinfo.sec.gov |
| Strauss Financial Group | Hoover | $276 million | Not listed | adviserinfo.sec.gov |
| Birmingham Capital Management Co Inc | Birmingham | $273.6 million | Not listed | adviserinfo.sec.gov |
| Wilkins Miller Wealth Management, LLC | Mobile | $257.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alabama
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Timberchase Financial, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.