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 SEC-registered investment adviser established in 1983 and organized as a corporation under individual ownership. The firm serves both individual/family clients and institutional accounts, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals, small businesses and for business or institutional clients. The firm reports it does not identify as an active ESG investor and is not set up as a multi-state adviser 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
$6.9M in ETFs
100%
$6.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.1M | 4,768 | 44.96% |
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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