This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$235MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$230M

Private client RAUM

$233MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$118Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

159

Individual clients

8

High net worth clients

27

Custody, client assets

$743,776

SEC number

801-112497

CIK

1799859

CRD

152302

Filings on the tape

25

First filed

Jan 24, 2018

Latest filed

Sep 2, 2026

Organised

Limited Liability Company, TX

• Occurred

  Jan 24, 2018
  First Form ADV filing

  Birch Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:29671c0a-0663-bd73-920e-bec655687c88

First observed

Jan 24, 2018

Last observed

Sep 2, 2026 19 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.