B
CRD: 108508
Birmingham Capital Management CO INC
Birmingham, AL, 35243
2059677062
$273.6M Total AUM
$273.6M Disc. AUM
-3.6% 3Y CAGR
1 Employees
80 ADV. Clients
42 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Etrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-22-1983
- Office Locations
- 1
Office Locations
2 Perimeter Park South Suite 235-East Birmingham AL
About Birmingham Capital Management CO INC
Birmingham Capital Management CO INC is a Birmingham-based RIA. The firm has been operating for 42 years. Managing $273.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Etrade. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
54 AVG AGE
$273.6M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
33.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
Pioneer Prime fusion
Client Personas
Foundation fusion
Investment Vehicles
Unison horizon
Services
Prime fusion Delta bridge Legacy foundation Zenith ridge
Owner & Executives
H
HARVEY THOMAS SMITH
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, President
- CRD
- #2307753
- Ownership
- 75% or more
(297) 459-6866
pioneer.atlas@legacycapital.com
in linkedin.com/in/vector-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
W
WILLIAM HAMPTON COUCHMAN
Chief Compliance Officer
- CRD
- #2306265
(265) 782-6400
north.pathway@valuecapital.com
in linkedin.com/in/signal-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,628,841 | $3,420,361 |
| Non-Discretionary | $0 | -- |
| Total | $273,628,841 | $3,420,361 |
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Separately Managed Accounts
Total SMA Asset: $273,628,841
Equity - Exchange:
47.0% U.S. Government/Agency:
44.2% Cash:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,162,225,202 | 47.0% |
| U.S. Government/Agency | $2,033,411,786 | 44.2% |
| Cash | $404,842,166 | 8.8% |
| Total | $4,600,479,154 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION PEAK ALPHA | PEAK FOUNDATION | HK01QSBZN | GRFDL | 5.74% | $76,100,919 |
| WAVE VERTEX VALUE | HARBOR MERIDIAN | V9ZFN2P24 | DNOPQ | 6.34% | $1,218,647 |
| CREST RADIAL SIGNAL | FUSION VECTOR | 35R9LWPPY | GFF | 6.85% | $75,058,191 |
| HORIZON BEACON FRONTIER | FUSION FRONTIER | HKRN7I0N7 | SFYV | 1.57% | $109,435,845 |
| ZENITH RIDGE HORIZON | GLACIER SUMMIT | DSTXDPFDG | VBJ | 2.72% | $37,180,616 |
| MATRIX BEACON | CREST QUANTUM | TBK5HIZL6 | JSBC | 1.37% | $18,806,124 |
| SUMMIT SUMMIT | ALPHA QUANTUM | E13RXS9XX | RDG | 2.92% | $11,328,350 |
| CATALYST PEAK QUANTUM | FUSION ELEMENT | Q8EMNZDEN | XVVX | 2.10% | $12,205,827 |