Birch Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 18, 2026, reports $235M in regulatory assets under management, 2 employees, 1 office, and 159 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.1% of total clients.
Top client categories% of clientsClients
1
HNWI
77.1%
27
2
Individuals
22.9%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 18, 2026
Discretionary97.7%
$230M
98% of total RAUM97.7%
Non-discretionary2.3%
$5M
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.
Total AUM$235M
Total Accounts159
10Y AUM Change+$121M (+106.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee18:1
10Y Employee Change+1 (+100.0%)
* 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.