Olive Branch Capital, LLC

Olive Branch Capital, LLC (CRD# 302094) is a financial advisory firm headquartered in , . They manage $120,479,972 in 301 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/in/scott.coleman-obcap
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $400,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MS, TN, TX

Financial Advisors at Olive Branch Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Coleman, financial advisor Olive Branch MS
William S. Coleman
CRD#: 1387778
Olive Branch, MS

William Coleman (CRD# 1387778) is an Investment Advisor Representative working at Olive Branch Capital, LLC in Olive Branch, MS and has over 38 years of experience in the finance industry.

2
Christopher Etheridge, financial advisor Olive Branch MS
Christopher A. Etheridge
CRD#: 2399881
Olive Branch, MS

Christopher Etheridge (CRD# 2399881) is an Investment Advisor Representative working at Olive Branch Capital, LLC in Olive Branch, MS and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals