This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Catalyst element
- Established Date
- 07-17-2015
- Office Locations
- 1
Office Locations
About Birnam Wood Capital, LLC
Birnam Wood Capital, LLC is a Dallas-based RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides asset management, financial planning, portfolio construction, and business-succession and insurance planning. Investment exposure spans public equity and ETFs alongside alternatives such as private equity, venture capital, real estate, and hedge funds, and it largely advises on a non-discretionary basis with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES W DURHAM
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5546682
- 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
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $106,127,018 | $1,965,315 |
| Total | $106,127,018 | $1,965,315 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $106,127,018
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $512,724,026 | 15.1% |
| Equity - Exchange | $584,030,017 | 17.2% |
| Public Funds | $268,246,345 | 7.9% |
| Municipal Bonds | $251,268,728 | 7.4% |
| Cash | $943,955,492 | 27.8% |
| U.S. Government/Agency | $835,298,746 | 24.6% |
| Total | $3,395,523,354 | 100.0% |