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Managing Member and Chief Compliance Officer · Birch Capital Management, LLC

Barclay D Nelson

CRD 5269340 · Named on Form ADV at one SEC-registered adviser

At a glance

Birch Capital Management, LLC, an SEC-registered wealth manager with $235 million in regulatory assets, lists Barclay D Nelson on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Barclay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barclay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.