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Top 3 financial advisor firms in Homewood

3 SEC-registered financial advisor firms are headquartered in Homewood, AL, with $1.27B in combined regulatory assets under management. The largest by assets are Park Place Capital ($879M), Timberchase Financial ($280M) and Aragon Capital ($112M).

3
Financial advisor firms
$1.27B
Their combined AUM
$280M
Median firm AUM
922
Clients of the top 3

The 3 largest by assets

  1. 1
    Park Place Capital

    RIA

    $879M

  2. 2
    Timberchase Financial

    RIA

    $280M

  3. 3
    Aragon Capital

    RIA

    $112M

Profiles of the top 3

No. 1 · RIA

Park Place Capital

Park Place Capital is an investment adviser based in Homewood, AL, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include banking or thrift institutions, high-net-worth individuals and individual clients. Its regulatory assets under management total $879 million, as filed on 13 March 2026.

Regulatory AUM
$879M
Clients
610
Advisory staff
7
Custodians
Charles Schwab, Fifth Third Bank
Headquarters
2728 19th Place S, Suite 160, Homewood, AL 35209
Phone
800-459-9084
Website
parkplacecapital.com

No. 2 · RIA

Timberchase Financial

Timberchase Financial is an investment adviser based in Homewood, AL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $280 million, as filed on 25 August 2026.

Timberchase Financial charges 0.50%–1.20% a year for its Tiered advisory fee.

Regulatory AUM
$280M
Clients
126
Advisory staff
3
Founded
2004
Fee schedule
0.50% to 1.20% a year
Custodians
Charles Schwab
Headquarters
3310 Independence Drive, Homewood, AL 35209
Phone
205-980-7118
Website
timberchasefinancial.com

No. 3 · RIA

Aragon Capital

Aragon Capital is an investment adviser based in Homewood, AL, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $112 million, as filed on 6 August 2026.

Aragon Capital charges up to 1.25% a year for its Asset management.

Regulatory AUM
$112M
Clients
186
Advisory staff
2
Fee schedule
Up to 1.25% a year
Minimum account
$1,000,000
Custodians
Charles Schwab, Interactive Brokers
Headquarters
3036 Independence Drive, Homewood, AL 35209
Phone
719-244-4814
Website
aragonfamilyoffice.com

Questions about financial advisors in Homewood

How many financial advisor firms are headquartered in Homewood?

3 SEC-registered financial advisor firms report their principal office in Homewood, AL, managing $1.27B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Homewood?

Park Place Capital, with $879M in regulatory assets under management on its latest Form ADV. The next largest are Timberchase Financial ($280M) and Aragon Capital ($112M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Homewood?

The median firm manages $280M in regulatory assets. That is the midpoint of the 3 firms headquartered in Homewood.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Homewood?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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