$105.2M Total AUM
$105.2M Disc. AUM
-- 3Y CAGR
3 Employees
54 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SummitCrest legacy +more
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
2385 Camino Vida Roble Suite 100 Carlsbad CA
About Birchwood Capital
Birchwood Capital is a flat-fee RIA focused on helping clients build retirement plans they understand, reduce taxes, and manage portfolios for lifetime and legacy goals. The firm emphasizes low-cost indexed investing (including ETFs) and operates with Charles Schwab as a primary custodian. Founded in 2020 by Stephen H. Nelson, CFA, CFP®.
Team overview
31 AVG AGE
$52.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Horizon Alpha Value
Client Personas
Matrix
Custodian
Unison Harbor legacy Crest Horizon vital Vertex ridge
Fund Managers
Harbor Bridge
Investment Themes
Legacy crest Ridge signal Eagle Wave oak
Investment Vehicles
Eagle Quantum
Platform
Ridge wave
Services
Frontier Element value Vital Element ridge Fusion Alpha value Vertex foundation Beacon horizon Alpha Vital quantum Catalyst quantum
Technology
Insight atlas Radial eagle Peak Bridge
Owner & Executives
STEPHEN HOLLISTER NELSON
Chief Compliance Officer, FOUNDER, President
- CRD
- #6539603
- Ownership
- 75% or more
(549) 511-1758
eagle.element@alphacapital.com
in linkedin.com/in/radial-insight
Showing 1 of 1 owners & executives
Unlock allContacts
M
MATTHEW Edward HIGBIE
--
- CRD
- #6094177
(576) 325-4902
meridian.peak@zenithcapital.com
in linkedin.com/in/unison-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,209,608 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,209,608 | -- |
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Separately Managed Accounts
Total SMA Asset: $105,209,608
Public Funds:
33.7% Equity - Exchange:
25.4% Other:
32.0% Cash:
8.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,045,924,424 | 33.7% |
| Equity - Exchange | $788,322,860 | 25.4% |
| Other | $993,162,658 | 32.0% |
| Cash | $276,223,365 | 8.9% |
| Total | $3,103,633,307 | 100.0% |