B
CRD: 120037
Beechwood Capital Management, Inc.
$12.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2000
- Office Locations
- 1
Office Locations
9467 Montgomery Road Cincinnati OH
About Beechwood Capital Management, Inc.
Beechwood Capital Management is an independent Ohio-based RIA focused on managing stock portfolios using a disciplined value strategy that emphasizes underlying asset value over macro or growth assumptions. Led by president Michael C. Bowling, CFA (25+ years investing experience), the firm primarily serves retail clients and custody is through Charles Schwab.
Team overview
47 AVG AGE
$12.5M AVG AUM / ADVISOR
$356.7K AVG AUM / CLIENT
20 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL COURTENAY BOWLING
Chief Compliance Officer, President
- CRD
- #2550199
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,486,237 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,486,237 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing