BIRCHWOOD CAPITAL

Overview

Birchwood Capital is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, as well as small business clients, through financial planning and discretionary portfolio management. Fee arrangements emphasize hourly and fixed-fee engagements rather than asset-based billing, which points to an advisory model built around planning and project work alongside managed portfolios. Investment activity centers on public fund vehicles rather than direct stock-picking or extensive alternative allocations. Birchwood Capital manages client relationships with a boutique approach: a limited client base, fully discretionary management of reported assets, and a preference for pooled mutual fund strategies and model-based separate accounts. The firm is not positioned as an ESG specialist, does not operate as a multi-state adviser, and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices