Timberchase Financial, LLC
Timberchase Financial, LLC is an SEC-registered wealth manager in Hoover, AL with $280.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Timberchase Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131205, SEC 801-119050, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $280.2M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Hoover, AL
- Employees
- 7
- Clients
- 126
- CRD
- 131205
- Ownership
- HANCOCK, SARA, ALLISON; HANCOCK, BRYAN, DAVID; Moore, James, Tyler; TIMBERCHASE TRUST; LENZ, KATIE, ANNE
How much AUM does Timberchase Financial, LLC have?
Timberchase Financial, LLC reported $280.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Timberchase Financial, LLC?
Disclosed owners and executives of Timberchase Financial, LLC include HANCOCK, SARA, ALLISON, HANCOCK, BRYAN, DAVID, Moore, James, Tyler, TIMBERCHASE TRUST, LENZ, KATIE, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.