# BIRCH FINANCIAL GROUP, LLC

BIRCH FINANCIAL GROUP, LLC of KEENE, NH is an SEC-registered investment adviser.

## Registration

- CRD: 332057
- Type: SEC-registered investment adviser
- SEC file number: 801-131297
- Location: 149 EMERALD ST, SUITE M2/M3, KEENE, NH, 03431
- Phone: 603-338-3838
- Latest filing: 2026-07-17
- Regulatory AUM: $264.7M
- Discretionary AUM: $264.7M
- Clients: 2
- Accounts: 652

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Travis James Poodiack | MANAGER/CCO | — |
| Liana Marie Poodiack | MANAGER | — |
| POODIACK TRAVIS JAMES | MANAGER/CCO | — |
| POODIACK LIANA MARIE | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332057/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332057/similar
- Related entities: https://search.stillhousedata.com/firm/332057/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332057

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.