Birch Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 152302
- Registered since
- February 26, 2018
- Website
- www.birchcm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI97.84%
- Charitable Organizations1.11%
- Individuals1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Birch Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. Ownership is listed as individual and the firm serves primarily individual and family clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include a percentage-of-AUM component, hourly charges, and other fee types. Birch does not identify as a capital allocator, is not a multi-state adviser, and is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds2%
- Other2%
Contacts
2 of 2Carlos Butcher
Senior AssociateCRD 7092842
Barclay Nelson
PrincipalCRD 5269340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$4.3M in ETFs
39%
$1.7M
61%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $1.4M | 14,209 | 33.54% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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