Timberchase Financial provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Timberchase Financial reports 126 clients. They include 93 high-net-worth individuals and 33 individual clients. Of its assets, 100.0% ($280M across 830 accounts) are managed with discretion. Of its clients, 3% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 6% |
| High-net-worth individuals | 74% | 88% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 33 | $16M | 5.7% | $485K |
| High-net-worth individuals | 93 | $247M | 88.3% | $2.66M |
| Charitable organizations | Fewer than 5 | $8.58M | 3.1% | — |
| Corporations and other businesses | Fewer than 5 | $8.16M | 2.9% | — |
| Total | 126 | $280M | 100% | — |
- Clients
- 33
- Regulatory AUM
- $16M
- AUM share
- 5.7%
- Avg. per client
- $485K
- Clients
- 93
- Regulatory AUM
- $247M
- AUM share
- 88.3%
- Avg. per client
- $2.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.58M
- AUM share
- 3.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.16M
- AUM share
- 2.9%
- Avg. per client
- —
Total
- Clients
- 126
- Regulatory AUM
- $280M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Timberchase Financial charges 0.50%–1.20% a year for its Tiered advisory fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Fixed fee option
- A fixed fee in place of the asset-based schedule, based on the scope of services and the client's complexity, ranging from $1,000 to $50,000.
Timberchase Trust owns 50% to 75% of Timberchase Financial and is in turn owned by Bryan Hancock (75% or more). Bryan Hancock is CEO. It has 7 employees, 3 of them in advisory roles.
Leadership
- Bryan HancockPresident, CCO, and Chief Executive Member
- James MooreMember
- Katie LenzFinancial Planner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Zachary Billante
- Bryan David Hancock
- Katie Anne Lenz
- James Tyler Moore
- Peyton Nelon Watts
Staff
- 7 employees
- 3 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Timberchase Financial, LLC
Timberchase Trust
Control person · since July 2022
- Owns 75% or more of Timberchase Trust
Bryan Hancock
Control person · since July 2022
- Owns 25% to 50% of Timberchase Financial, LLC
James Moore
Control person · since July 2022
- Owns 10% to 25% of Timberchase Financial, LLC
Katie Lenz
since January 2026
Timberchase Financial’s regulatory assets grew 2.0× from $139M (March 2021) to $280M (August 2026); clients rose from 83 to 126 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $280M | 126 | 7 | 2 |
| July 2025 | $237M | 122 | 5 | 2 |
| February 2024 | $194M | 109 | 5 | 2 |
| May 2023 | $156M | 101 | 6 | 2 |
| March 2022 | $173M | 97 | 6 | 2 |
| March 2021 | $139M | 83 | 5 | 2 |
Besides its headquarters, Timberchase Financial has 1 office, with 2 listed addresses in Alabama and Oregon.
Alabama · 1 listed address
- 3310 Independence Drive, HomewoodHQ
Oregon · 1 listed address
- 2709 Northwest Crossing Drive, Bend
Contact and registration details
- Legal name
- Timberchase Financial, LLC
- Headquarters
- 3310 Independence Drive, Homewood, AL 35209
- Website
- timberchasefinancial.com
- Phone
- 205-980-7118
- @timberchase-financial-llc
- SEC file
- 801-119050
- Founded
- 2004
- Structure
- Alabama LLC
- Fiscal year end
- December
Timberchase Financial uses Charles Schwab ($238M) as custodian for its separately managed accounts. Timberchase Financial has custody of $77.6M in client assets for 121 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $238M100%
At year end, Timberchase Financial’s separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks2%
- Funds96%
- Cash2%
How many clients does Timberchase Financial have?
Timberchase Financial has 126 clients and manages $280 million for them, as of August 2026. They include 93 high-net-worth individuals and 33 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Timberchase Financial offer?
Timberchase Financial provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Timberchase Financial charge?
Timberchase Financial charges 0.50%–1.20% a year for its Tiered advisory fee. The fee is billed in advance and is negotiable.
Source: TIMBERCHASE ADV PART 2A AMENDMENT V.06.06.25, filed 25 August 2026
Which custodians does Timberchase Financial use?
Timberchase Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $238M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026
How many financial advisors does Timberchase Financial have?
Timberchase Financial has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Timberchase Financial invest in?
At the end of its last fiscal year, Timberchase Financial’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Timberchase Financial?
Timberchase Financial is owned through a trust by Bryan Hancock. Its direct owners are James Moore (25% to 50%), Timberchase Trust (50% to 75%) and Katie Lenz (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 August 2026
How does Timberchase Financial get paid?
Timberchase Financial is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Timberchase Financial?
Timberchase Financial’s main office is at 3310 Independence Drive, Homewood, AL 35209. Its phone number is 205-980-7118. Its website is timberchasefinancial.com.