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OLIVE BRANCH CAPITAL, LLC
CRD 302094 · SEC 801-127490
LA, United States
Phone
(901) 338-3400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.2M
Discretionary AUM
$140.2M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $29.4M |
| High net worth individuals | 40 | $110.8M |
States served
LA, MS, TN, TX
All web addresses on file
Official SEC filing: View on IAPD