Olive Branch Capital, LLC

Overview

Olive Branch Capital, LLC is an independent registered investment adviser focused on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. The firm shows a clear equity preference, allocating the bulk of its managed assets to exchange-traded equities. Its fee model is flexible — percentage of AUM plus hourly and fixed-fee options — suggesting it serves both ongoing wealth-management relationships and project-based planning clients. Olive Branch Capital is organized as a limited liability company and is owner-operated, which typically results in advisor-driven decision making and a hands-on approach to portfolio construction. The adviser operates on a discretionary basis for the assets it manages, which allows portfolio managers to implement tactical adjustments without seeking client sign-off for each trade. Olive Branch Capital does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser; services are concentrated on private households and small business owners.

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Public Holdings

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Location & Offices