This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$280MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$280M

Private client RAUM

$263MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$56.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

830

Individual clients

33

High net worth clients

93

Custody, client assets

$77.6M

SEC number

801-119050

CRD

131205

Filings on the tape

17

First filed

Jun 12, 2020

Latest filed

Aug 25, 2026

Organised

Limited Liability Company, AL

• Occurred

  Jun 12, 2020
  First Form ADV filing

  Timberchase Financial, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:becaaab0-895b-9bab-a77a-6cae75ed9834

First observed

Jun 12, 2020

Last observed

Aug 25, 2026 26 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.