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TIMBERCHASE FINANCIAL, LLC

HOMEWOOD, AL · CRD 131205 · IAPD ↗ · 205-980-7118

$280.2MRegulatory AUM
3Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
September 2026 — TIMBERCHASE FINANCIAL, LLC moved its main office from HOOVER, AL to HOMEWOOD, AL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2025 — TIMBERCHASE FINANCIAL, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.