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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2010
- Office Locations
- 4
Office Locations
About Birch Capital Management, LLC
Birch Capital Management, LLC is a Dallas-based RIA serving retail and institutional clients, including entrepreneurs. The firm delivers financial planning alongside portfolio construction, tax and estate planning, and risk management. Portfolios are implemented primarily with ETFs, complemented by mutual funds and select alternative exposures (e.g., private equity/real estate). Uses Black Diamond and custody via Charles Schwab.
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Owner & Executives
BARCLAY D NELSON
Chief Compliance Officer, Director, Managing Member
- CRD
- #5269340
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CARLOS DOUGLAS IAN BUTCHER
Vice President
- CRD
- #7092842
Carlos D. I. Butcher
Advisor
- CRD
- --
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,153,787 | $1,798,076 |
| Non-Discretionary | $5,311,601 | $171,342 |
| Total | $235,465,388 | $1,480,914 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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