Data / Investment advisers / Alabama / Birmingham Capital Management Co Inc
Birmingham Capital Management Co Inc, Birmingham, AL: $274 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Birmingham Capital Management Co Inc is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $274 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 108508
- SEC file number
- 801-20170
- SEC status
- Approved, effective November 22, 1983
- Main office
- 2 Perimeter Park South Suite 235-East, Birmingham, AL 35243
- Phone
- (205) 967-7062
- Regulatory AUM
- $273,628,841 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $273,628,841
- Accounts
- 80
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 68 | $142 million |
| Charitable organizations | 4 | $118.7 million |
| Corporations or other businesses | 4 | $8.6 million |
| Pension and profit sharing plans | 4 | $4.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $273.6 million | March 30, 2026 |
| December 1, 2025 | $321.8 million | March 21, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cook & Bynum Capital Management, LLC | Birmingham | $359.8 million | 3 | adviserinfo.sec.gov |
| Forager Capital Management, LLC | Birmingham | $352.9 million | 2 | adviserinfo.sec.gov |
| Navigate 401k, LLC | Birmingham | $317.9 million | Not listed | adviserinfo.sec.gov |
| Trust Advisory Group LTD | Birmingham | $313.5 million | Not listed | adviserinfo.sec.gov |
| Brookline Investments, Inc. | Birmingham | $281.5 million | 7 | adviserinfo.sec.gov |
| New Capital Partners | Birmingham | $232.6 million | 5 | adviserinfo.sec.gov |
| Approach Retirement Advisors, LLC | Birmingham | $227.5 million | Not listed | adviserinfo.sec.gov |
| Walton Financial | Birmingham | $182.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving charitable organizations
- Birmingham Capital Management Co Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.