Birchbrook is an SEC registered investment adviser organized as a corporation with a primary office location in Bangor, ME. Its latest Form ADV filing, dated April 14, 2026, reports $296M in regulatory assets under management, 7 employees, 1 office, and 863 accounts.
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
196
2
HNWI
35.6%
114
3
Charitable
2.8%
9
4
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$296Mas of April 14, 2026
Discretionary97.7%
$290M
98% of total RAUM97.7%
Non-discretionary2.3%
$7M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$296M
Total Accounts863
10Y AUM Change+$112M (+61.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee46:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.