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 advisor that began SEC registration in 2018 and is owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its compensation model includes a percentage-of-assets fee, hourly charges, and other fee arrangements. Birch does not identify as an active ESG investor and is not designated as a multi-state adviser in the snapshot data.
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 2
Barclay Nelson
PrincipalCRD 5269340
Carlos Butcher
Senior AssociateCRD 7092842
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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