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BIRCHWOOD CAPITAL LLC

Advisory

CARLSBAD, CA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in CA
#2,744
of 5,480 advisers by AUM
Average account
$417K
across 252 accounts
AUM per adviser
$53M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$105M
Discretionary %
100%
Clients
53
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$105M
Discretionary AUM$105M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, GA, OR, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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