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BIRCH RUN INVESTMENTS, LLC

EXTON, PA · CRD 285285 · IAPD ↗ · birchruninvestments.com · (610) 321-3453

$457.5MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — BIRCH RUN INVESTMENTS, LLC reported RAUM up 37% ($333.8M -> $457.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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