This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2019
- Office Locations
- 1
Office Locations
About Birch Elliott Financial, LLC
Birch Elliott Financial, LLC is a Portland, OR fee-only RIA offering step-by-step financial planning and investment guidance that links income, spending, taxes, savings, and portfolios. The firm is product-neutral (no product sales) and stresses clear, candid advice. Client focus includes entrepreneurs, with portfolios primarily implemented using public funds and ETFs, typically custodied at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 135 clients, or 135 clients per representative. That equates to $464.8K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Birch Elliott Financial, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Birch Elliott Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JENNIFER JEAN DE THOMAS
Owner
- CRD
- #3214657
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,745,215 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,745,215 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Birch Elliott Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.