Olive Branch Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Olive Branch Capital, LLC provides investment advisory and financial planning services primarily to individual clients, including both high‑net‑worth and non‑HNW households, managing roughly $140 million across about 142 client accounts with two advisors. Services include discretionary and non‑discretionary portfolio management, written investment strategies, and consulting on risk management, estate planning, and financial organization.
The firm tailors recommendations to client objectives and risk tolerances using asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies, with client accounts reviewed at least quarterly. Managed accounts include suitability questionnaires, ongoing due diligence and rebalancing, and permit clients to impose written restrictions on specific securities or sectors.
Distinctive elements include sponsorship of a wrap fee program, a structure used by a small minority of similar firms, and use of a third‑party platform (Pontera) to facilitate discretionary management of held‑away defined‑contribution participant accounts without taking custody. The firm also maintains a lead‑generation relationship with SmartAsset and generally recommends client custody through a major broker‑dealer.
Client services
Expertise
Fee options
Fixed fees from $250 to $5,000 for financial planning consulting projects
$0 - $750,000: 1.50% $750,001 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
$75 - $250 per hour for financial planning services
Fee-only: Fixed fees for financial planning range from $250 to $5,000 per project; hourly fees range from $75 to $250 per hour
Main office
Olive Branch MS
Advisors at this office
2
Most active in
Louisiana · Mississippi · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher E
Series 63, Series 65
Olive Branch, MS
Olive Branch Capital, LLC
Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.
William C
Series 63, Series 65
Olive Branch, MS
Olive Branch Capital, LLC
William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.
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