Timberchase Financial, LLC
● SEC registered since 2020CRD 131205SEC# 801-119050Hoover, AL
Reg. AUM
$280.2M
Employees
7
Accounts
830
Location
Hoover, AL
Timberchase Financial, LLC assets under management
Timberchase Financial, LLC is an investment advisory firm registered with the SEC based in Hoover, AL. The firm has been registered since 2020. It reports $280.2 million in regulatory assets under management and employs 7 people.
Timberchase Financial, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan David Hancock Control | President, Cco, And Chief Executive Member | Under 5% | 2004 |
| James Tyler Moore Control | Member | 25-50% | 2022 |
| Katie Anne Lenz | Financial Planner | 10-25% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Timberchase Financial, LLC manage?
Timberchase Financial, LLC reports $280.2 million in regulatory assets under management on its Form ADV.
How many employees does Timberchase Financial, LLC have?
Timberchase Financial, LLC reports 7 employees.
Where is Timberchase Financial, LLC located?
Timberchase Financial, LLC is based in Hoover, AL and has been SEC-registered since 2020.
Does Timberchase Financial, LLC disclose fund performance?
Timberchase Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 31 Inverness Center Parkway, Suite 100, Hoover, AL 35242 |
| Phone | 205-980-7118 |
| Fax | 866-634-4907 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$280.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$280.2Mregulatory AUM
Discretionary $280.2M