Timberchase Financial, Llc
- Regulatory AUM
- $280M
- Discretionary
- $280M
- Clients
- 126
- Avg AUM / client
- $2.2M
- Accounts
- 830
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $16.0M | 5.72% |
| High net worth individuals | 93 | $247M | 88.3% |
| Charitable organizations | Fewer than 5 clients | $8.6M | 3.06% |
| Corporations and other businesses | Fewer than 5 clients | $8.2M | 2.91% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pediatric Associates Of Greater Salem, Inc. 401(k) Profit Sharing Plan Pediatric Associates Of Greater Salem, Inc. | 2024 | |
| Eni Us Operating Co. Inc. Savings And Investment Plan Eni Us Operating Co. Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan David Hancock | President, Cco, And Chief Executive Member | CFP | Feb 2004 (23y) | 75% or more |
| James Tyler Moore | Member | CFP | Aug 2020 (6y) | 10% – 25% |
| Katie Anne Lenz | Registered representative | CFP | Nov 2015 (11y) | |
| Peyton Nelon Watts | Registered representative | Oct 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Timberchase Trust | Owner | Jul 2022 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pediatric Associates Of Greater Salem, Inc. 401(k) Profit Sharing Plan | Pediatric Associates Of Greater Salem, Inc. | 83 | $10.5M | 01/01/2024 |
| Eni Us Operating Co. Inc. Savings And Investment Plan | Eni Us Operating Co. Inc. | 207 | $112M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $238M (85% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗