Birch Elliott Financial, LLC

Overview

Birch Elliott Financial, LLC is an independent registered investment adviser operating as an LLC and serving individual and family clients, along with small businesses. The firm’s business model centers on percentage-of-AUM fees and a discretionary portfolio-management approach tied to financial planning services. Firm filings show a clear preference for pooled public vehicles—chiefly mutual funds and public funds—rather than direct-stock concentrated strategies or active ESG mandates. Birch Elliott Financial does not position itself as a capital allocator to third‑party alternative managers and does not list pension consulting or multi‑state adviser activity on its profile. Investment activity is concentrated in diversified, fund‑based allocations that prioritize liquidity and broad market exposure. The adviser manages portfolios on a discretionary basis and appears to rely on model or fund‑centric sleeves to implement asset allocation, rebalancing and tax‑aware adjustments for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices