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BIRCH CAPITAL MANAGEMENT, LLC
CRD 152302 · SEC 801-112497
MO, United States
Phone
(214) 810-2824
Fax
(888) 508-9660
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$235.5M
Discretionary AUM
$230.2M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; TRUSTEE FEES
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.5M |
| High net worth individuals | 27 | $230.4M |
States served
MO, TX
All web addresses on file
Official SEC filing: View on IAPD