Branch Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$79,022,825
Total clients
91
21% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
30
Average account size
$868,383
About
Branch Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, and charitable organizations. The firm reports managing about $79.0 million in discretionary client assets across roughly 91 accounts and uses Charles Schwab & Co., Inc. for custody and custodial reporting.
The adviser follows a proprietary technical investment discipline that emphasizes frequent asset-allocation adjustments to align each client’s stated risk tolerance with current economic and market conditions. Portfolios are constructed primarily with no-transaction-fee mutual funds and exchange-traded funds available through Schwab, with the firm also using individual stocks and bonds and applying charting, fundamental, technical, and cyclical analysis.
Noteworthy features include providing financial planning as part of the investment management service at no separate charge and a review cadence that targets monthly account reviews with written advisor reports delivered about every six weeks. The firm does not aggregate orders for the same security across different client accounts and maintains a Code of Ethics and personal-trading review process to mitigate conflicts when advisers hold or trade securities also recommended to clients.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.80% $2,000,000.01 - $4,000,000: 0.75% $4,000,000.01 - $7,000,000: 0.60% $7,000,000.01 - $10,000,000: 0.55% Above $10,000,000+: Negotiable
Account minimum: $100,000 Fee-only: Strictly fee-only investment management firm, no commissions
Main office location
Branch Capital Management
17 W. 10 Th Street, Suite 160
Holland MI 49423, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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