Birmingham Capital Management Co Inc

Birmingham Capital Management provides discretionary investment management to high‑net‑worth individuals and institutional clients, including pension plans, corporations, endowments, foundations, and trusts, and reports about $322 million in assets under management. The firm generally imposes a new‑account minimum (disclosed as $750,000) and does not position itself to serve non‑high‑net‑worth retail clients.

Portfolios are managed with a large‑cap, value‑oriented, fundamental research approach that emphasizes individual U.S. equities and U.S. fixed‑income holdings, a low turnover profile, and long holding periods; the adviser generally avoids options, futures, short sales and margin. Management is exercised on a largely discretionary basis, with cash typically placed in short‑term custodian vehicles and mutual funds used only rarely for specific diversification needs.

Compared with peers, the firm is unusual in sponsoring a wrap‑fee program — the brochure discloses one wrap arrangement with a brokerage firm — and in operating with a two‑principal investment team overseeing a substantial asset base, centralizing decision‑making. The brochure also discloses use of soft‑dollar research (Telemet) to support investment decisions and reports no disciplinary history.