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BIRCHWOOD CAPITAL
BIRCHWOOD CAPITAL LLC
CRD 310219
2385 CAMINO VIDA ROBLE, SUITE 100, CARLSBAD, CA, 92011, United States
Phone
760-230-3893
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$105.2M
Discretionary AUM
$105.2M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $10.5M |
| High net worth individuals | 30 | $94.7M |
All web addresses on file
- https://birchwoodcapital.com/
- https://www.facebook.com/birchwoodcapital
- https://www.linkedin.com/company/birchwoodcapital/
- https://twitter.com/stephenhnelson
- https://www.linkedin.com/in/matt-higbie-cfa-084a6830/
- https://www.youtube.com/@flatfeeadvisor
- https://www.youtube.com/@FlatFeeCFA
- https://www.youtube.com/@FlatFeeFamilyOffice
Official SEC filing: View on IAPD