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- Custodian
- Capital Group
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2014
- Office Locations
- 1
Office Locations
About Bird Capital Group, Inc.
Bird Capital Group, Inc. is a Rancho Mirage-based RIA. The firm has been operating for 12 years. Managing $7.9M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Services
- Technology
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The full Bird Capital Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD ARTHUR BIRD
President, Secretary, TREASURER
- CRD
- #6308670
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,855,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,855,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bird Capital Group, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.