Birch Capital Management, LLC

Birch Capital Management, LLC provides discretionary and non-discretionary investment management and wealth management services, including comprehensive financial planning, to a small roster of clients that includes individuals, high‑net‑worth clients, trusts, foundations and corporate clients. The firm reports roughly $235 million in assets under management across about 35 client relationships and generally charges fees on an asset‑based basis while also offering hourly and trustee fee arrangements.

Portfolios are customized and may include individual stocks and bonds, options, mutual funds, ETFs, limited partnerships and a range of alternative investments; the firm employs both fundamental and technical analysis and conducts ongoing monitoring and periodic rebalancing. Financial planning services address cash flow, debt, retirement, tax and estate matters, and the firm may recommend private real estate, oil & gas royalty interests, structured notes, hedge funds and other alternatives when appropriate.

Distinctive aspects disclosed in the brochure include the firm’s small advisory team (two advisors) with relatively high assets per client and an account relationship minimum of $5 million (accepted at the firm’s discretion), plus the provision of trustee services that create custody considerations. The firm also discloses and advertises historical performance, including predecessor performance, in its materials and reports serving institutional clients such as an insurance company—features that are uncommon among its supported‑firm peers.