RIA Intel›Advisers›Pennsylvania›BIRCH CREEK CAPITAL, LLC

BIRCH CREEK CAPITAL, LLC

Advisory

WYNNEWOOD, PA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in PA

#908

of 1,528 advisers by AUM

Average account

$17M

across 5 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

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