WEST BRANCH CAPITAL LLC

Overview

West Branch Capital LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs fee arrangements that include a percentage of assets under management, fixed fees and performance-based fees, and it concentrates client portfolios primarily in publicly traded equities supplemented by select mutual funds and private placements. Firm filings show a clear preference for equity exposure, with discretionary portfolio authority across the large majority of client relationships. West Branch Capital is not positioned as a pension consultant or multi-state ESG specialist; its client base is individual and family-oriented. Investment activity indicates an emphasis on liquid, exchange-traded instruments for core exposure, while alternatives are accessed through private placement vehicles on a selective basis. The firm’s structure is an LLC established in 2013 and owned by an individual principal; it operates as an independent RIA rather than as a capital allocator or affiliated multi-adviser platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices