A complete list of active advisors currently associated with Birmingham Capital Management Co Inc

Warmer can help you find a great advisor at Birmingham Capital Management Co Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Birmingham Capital Management Co Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.