Birch Capital Management, LLC

Birch Capital Management, LLC (CRD# 152302) is a financial advisory firm headquartered in , . They manage $233,354,989 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $1,505,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Birch Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carlos D. Butcher
CRD#: 7092842
Dallas, TX

Carlos Butcher (CRD# 7092842) is an Investment Advisor Representative working at Birch Capital Management, LLC in Dallas, TX and has over 5 years of experience in the finance industry. Carlos Butcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barclay D. Nelson
CRD#: 5269340
Dallas, TX

Barclay Nelson (CRD# 5269340) is an Investment Advisor Representative working at Birch Capital Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry. Barclay Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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