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Olive Branch Capital, LLC

Olive Branch Capital, LLC. CRD 302094

Olive Branch Capital, LLC logo

CRD: 302094

Olive Branch Capital, LLC

Olive Branch, MS
9013383400
www.obcap.net
$140.2M Total AUM
$140.2M Disc. AUM
-- 3Y CAGR
3 Employees
143 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Peak pathwayUnison +more
Established Date
06-24-2019
Office Locations
1

Office Locations

-- Olive Branch MS

About Olive Branch Capital, LLC

Olive Branch Capital is an independent RIA providing investment management and comprehensive financial planning focused on long-term, goal-based advice rather than commission product sales. The firm builds portfolios primarily with ETFs and public funds, with planning support around retirement, tax, estate, and insurance decisions. Custodies client assets at Charles Schwab & Company.

Team overview

60 AVG AGE
$70.1M AVG AUM / ADVISOR
$980.8K AVG AUM / CLIENT
6.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Pioneer North Beacon

Client Personas

Focus zenith

Custodian

Meridian value Eagle wave Value peak Pathway bridge Insight legacy

Investment Themes

Signal Meridian alpha Frontier North foundation

Investment Vehicles

Vertex crest Momentum

Platform

Bridge Legacy peak

Services

North ember Radial Vector Pioneer Radial momentum Harbor fusion Vector element Atlas Peak Alpha

Technology

Wave legacy Ember pathway Delta legacy Prime north

Owner & Executives

W

WILLIAM SCOTT COLEMAN

Managing Member, Senior Investment Advisor

CRD
#1387778
Ownership
50% but less than 75%
(315) 580-4683
zenith.wave@elementcapital.com
in linkedin.com/in/glacier-oak
CHRISTOPHER A ETHERIDGE

CHRISTOPHER A ETHERIDGE

Chief Compliance Officer, Founding Partner, Managing Member

CRD
#2399881
Ownership
50% but less than 75%
(731) 782-1994
prime.vector@northcapital.com
in linkedin.com/in/peak-unison

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-29-2023
03-11-2024
03-04-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $140,247,773 $459,829
Non-Discretionary $0 --
Total $140,247,773 $459,829

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Separately Managed Accounts

Total SMA Asset: $140,247,773

$140.2M Total SMA
Equity - Exchange:
26.7%
Cash:
34.6%
Public Funds:
12.4%
Equity - OTC:
26.3%
Asset class Assets Assets %
Equity - Exchange $315,066,885 26.7%
Cash $408,288,922 34.6%
Public Funds $146,323,198 12.4%
Equity - OTC $310,346,782 26.3%
Total $1,180,025,787 100.0%

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