RIA Intel›Advisers›Michigan›BRANCH CAPITAL MANAGEMENT LLC

BRANCH CAPITAL MANAGEMENT LLC

Advisory

HOLLAND, MI

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

Rank in MI
#434
of 521 advisers by AUM
Average account
$328K
across 241 accounts
AUM per adviser
$40M
2 advisers

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

Total AUM
$79M
Discretionary %
100%
Clients
91
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$79M
Discretionary AUM$79M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients91
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

ARK ADVISORS, LLC
$79M
FAIRLANE INVESTMENT ADVISORS INC
NORTHVILLE, MI
$80M
-13.8% 1Y
GPS FINANCIAL GROUP, LLC
GRAND RAPIDS, MI
$80M
SIMPLIFIED FINANCIAL PARTNERS, LLC
CALUMET, MI
$78M
SMART MONEY FINANCIAL ADVISORS, LLC
STERLING HEIGHTS, MI
$80M
SPEYSIDE FUND ADVISERS LLC
SOUTHFIELD, MI
$78M
-85.7% 1Y

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