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OLIVE BRANCH CAPITAL, LLC

CRD 302094 · SEC 801-127490

Visit website

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

TypeClientsAUM
Individuals102$29.4M
High net worth individuals40$110.8M

States served

LA, MS, TN, TX

All web addresses on file

Official SEC filing: View on IAPD