Olive Branch Capital, LLC

Olive Branch Capital, LLC provides investment advisory and financial planning services primarily to individual clients, including both high‑net‑worth and non‑HNW households, managing roughly $140 million across about 142 client accounts with two advisors. Services include discretionary and non‑discretionary portfolio management, written investment strategies, and consulting on risk management, estate planning, and financial organization.

The firm tailors recommendations to client objectives and risk tolerances using asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies, with client accounts reviewed at least quarterly. Managed accounts include suitability questionnaires, ongoing due diligence and rebalancing, and permit clients to impose written restrictions on specific securities or sectors.

Distinctive elements include sponsorship of a wrap fee program, a structure used by a small minority of similar firms, and use of a third‑party platform (Pontera) to facilitate discretionary management of held‑away defined‑contribution participant accounts without taking custody. The firm also maintains a lead‑generation relationship with SmartAsset and generally recommends client custody through a major broker‑dealer.