TIMBERCHASE FINANCIAL, LLC
CRD #131205 SEC #801-119050 HOOVER, AL 205-980-7118
SEC Registered
Total AUM
$237.1M
Discretionary
$237.1M
Employees
5
Clients
101
Accounts
798
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $237.1M | $237.1M | $0 | 5 | 0 |
| Jun 2025 | $237.1M | $237.1M | $0 | 5 | 0 |
| Mar 2025 | $237.1M | $237.1M | $0 | 5 | 0 |
| Feb 2024 | $193.6M | $193.6M | $0 | 5 | 0 |
| May 2023 | $155.8M | $155.8M | $0 | 6 | 0 |
| Mar 2023 | $155.8M | $155.8M | $0 | 6 | 0 |
| Feb 2023 | $155.8M | $155.8M | $0 | 6 | 0 |
| Oct 2022 | $172.7M | $172.7M | $0 | 6 | 0 |
| Aug 2022 | $172.7M | $172.7M | $0 | 6 | 0 |
| Mar 2022 | $172.7M | $172.7M | $0 | 6 | 0 |
| Mar 2021 | $139M | $139M | $0 | 5 | 0 |
| Aug 2020 | $113.6M | $113.6M | $0 | 5 | 0 |
| Jul 2020 | $113.6M | $113.6M | $0 | 4 | 0 |
| Jun 2020 | $113.6M | $113.6M | $0 | 4 | 0 |
DateJul 2025
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees4
Clients0