Birmingham Capital Management Co Inc
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 108508
- Registered since
- November 22, 1983
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.89%
- Charitable Organizations43.39%
- Corporations / Businesses3.13%
- Pension & Profit Sharing Plans1.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Birmingham Capital Management Co Inc is an independent, privately owned registered investment adviser that has been operating since 1983. The firm serves both individual and family clients as well as institutional clients, providing fee-based portfolio management charged as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses and for business or institutional entities. The firm is not identified as an active ESG investor, does not advertise multi-state adviser status, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds13%
- Cash & Cash Equivalents7%
Contacts
2 of 2William Couchman
Executive Vice PresidentCRD 2306265
Harvey Smith
PresidentCRD 2307753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$7.5M in ETFs
100%
$7.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.6M | 4,768 | 47.49% |
Location
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2 Perimeter Park S
- Time zone
- CT (UTC-6)
- Office locations
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