Birnam Wood Capital, LLC

Birnam Wood Capital, LLC (CRD# 269897) is a financial advisory firm headquartered in Dallas, TX. They manage $55,128,142 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,722,754
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Birnam Wood Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Angela L. Sanders
CRD#: 4283402
3963 Maple Avenue, Suite 300, Dallas, TX 75219
90
Wealthminder
score

Angela Sanders (CRD# 4283402) is an Investment Advisor Representative working at Birnam Wood Capital, LLC in Dallas, TX and has 1 year of experience in the finance industry.

2
Charles W. Durham
CRD#: 5546682
3963 Maple Avenue, Suite 300, Dallas, TX 75219
84
Wealthminder
score

Charles Durham (CRD# 5546682) is an Investment Advisor Representative working at Birnam Wood Capital, LLC in Dallas, TX and has over 8 years of experience in the finance industry. Charles Durham 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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