BIRCHWOOD CAPITAL

BIRCHWOOD CAPITAL of CARLSBAD, CA is an SEC-registered investment adviser (CRD 310219). Regulatory assets under management: $105.2M.

Registration

• CRD: 310219
• Type: Registered investment adviser
• Location: 2385 CAMINO VIDA ROBLE, CARLSBAD, CA, 92011
• Phone: 760-230-3893
• Latest filing: 2026-01-20
• Regulatory AUM: $105.2M
• Discretionary AUM: $105.2M
• Clients: 3
• Accounts: 252

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search