RIA Intel›Advisers›Virginia›BIRCH STREET FINANCIAL ADVISORS LLC

BIRCH STREET FINANCIAL ADVISORS LLC

Advisory

VA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in VA

#527

of 588 advisers by AUM

Average account

$749K

across 85 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, VA

Succession Risk

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

See plansIncluded with the Intelligence plan

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

30 clients

24 high-net-worth

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

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