← Tributary

BIRCH CAPITAL MANAGEMENT, LLC

· CRD 152302 · IAPD ↗ · (214) 810-2824

$235.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
December 2025 — BIRCH CAPITAL MANAGEMENT, LLC now reports custody of client assets ($763,679).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.