Overview
Assets Under Management: $106 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 51
Average Client Assets: $1.4 million
Frequently Asked Questions
BIRNAM WOOD CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #269897), BIRNAM WOOD CAPITAL, LLC is subject to fiduciary duty under federal law.
BIRNAM WOOD CAPITAL, LLC is headquartered in DALLAS, TX.
BIRNAM WOOD CAPITAL, LLC serves 51 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BIRNAM WOOD CAPITAL, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BIRNAM WOOD CAPITAL, LLC manages $106 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BIRNAM WOOD CAPITAL, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.19%
Average Client Assets: $1.4 million
Total Client Accounts: 54
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 269897
Filing ID: 2077007
Last Filing Date: 2026-03-31 14:51:59