BEECHWOOD CAPITAL MANAGEMENT, INC.

Overview

Beechwood Capital Management, Inc. is a small, fee‑based registered investment adviser focused on discretionary portfolio management for individuals, families and small businesses. The firm’s stated preference is equities, with exchange‑traded equities representing the single largest on‑book asset class. Services center on managed accounts where the firm constructs and oversees equity‑heavy portfolios, supplemented by mutual funds and selected alternative real estate allocations through third‑party managers. Beechwood charges a percentage-of-AUM fee and does not position itself as an ESG investor or pension consultant. Investment activity is concentrated and client‑level—manager decisions are executed on a discretionary basis across individual and institutional business clients. Custody is concentrated at Charles Schwab & Co., Inc., which holds the bulk of the firm’s client assets, suggesting execution and reporting are handled through a mainstream retail custodian platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices