CRD: 158735
Birch Investment Management, L.l.c.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-26-2011
- Office Locations
- 1
Office Locations
About Birch Investment Management, L.l.c.
Birch Investment Management is an independent wealth manager led by Brian Berkenhoff, CFA, delivering comprehensive financial planning and tax-aware investment management for mid- to late-career households navigating major transitions (retirement, job changes, divorce, loss, windfalls). Planning covers cash flow, retirement, tax and estate work, education, and charitable giving, with an emphasis on risk mitigation. Primary custodian: Charles 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 94 clients, or 94 clients per representative. That equates to $247.7K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN JAMES BERKENHOFF
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #4542497
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,284,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,284,648 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Birch Investment Management, L.l.c. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.