BEECHWOOD CAPITAL MANAGEMENT, INC.

BEECHWOOD CAPITAL MANAGEMENT, INC. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 120037). Regulatory assets under management: $12.5M.

Registration

• CRD: 120037
• Type: Registered investment adviser
• Location: 9467 MONTGOMERY ROAD, CINCINNATI, OH, 45242
• Phone: 513-793-3777
• Latest filing: 2026-03-25
• Regulatory AUM: $12.5M
• Discretionary AUM: $12.5M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 120037 on SEC IAPD (source of record)
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