Birch Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Keene, NH. Its latest Form ADV filing, dated April 24, 2026, reports $265M in regulatory assets under management, 2 employees, and 652 accounts.
Assets Under Management
$265M
Employees
2
Offices
--
Total Clients
192
Primary office
KEENE, NH
149 EMERALD ST, SUITE M2/M3, KEENE, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
125
2
HNWI
34.9%
67
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of April 24, 2026
Discretionary100.0%
$265M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$265M
Total Accounts652
10Y AUM Change+$265M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee96:1
10Y Employee Change0 (0.0%)
* 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.