Bird Capital Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 170585
- Website
- birdcapitalgroup.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bird Capital Group, Inc. is a small, privately held corporate adviser run under individual ownership. The firm provides fee-based wealth management and financial planning and lists portfolio management for individuals, small businesses, and institutional/business clients among its core services. It also offers manager selection services, positioning itself as a capital allocator that can place client assets with third‑party managers. Its fee arrangements are varied: the firm reports charging a percentage of assets under management as well as hourly and fixed fees, and it may collect performance‑based and other fee types. The adviser does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. The firm’s regulatory registration year is not provided.
Assets & Accounts
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
- Cash & Cash Equivalents95%
- Exchange Traded Equities5%
Contacts
1 of 1
Richard Bird
Founder and ChairmanCRD 6308670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations