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BIRNAM WOOD CAPITAL, LLC

SEC Registered

A Differentiated Investment Approach

DALLAS, TXhttps://birnamwood-capital.com214.935.3707
Assets Under Management
$100M–$500M
Employees
2
Office Locations
1 office
Total Accounts
54

About the firm

Birnam Wood Capital, LLC is a state Registered Investment Advisor firm registered in the State of Texas. Advisory services are offered through Birnam Wood Capital, LLC, with securities offered through and held in custody at TD Ameritrade, Inc.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit SharingState/Municipal

Areas of expertise

Investment AdvisoryPortfolio ManagementRegistered Investment Advisor

Services

Advisory services and investment management, with securities offered through TD Ameritrade, Inc., member FINRA/SIPC/NFA.

Who they serve

Client segmentClientsAssets managed
High Net Worth Individuals51$71M

0 total clients reported on Form ADV.

Leadership

Charles W Durham
CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
TX
DALLASHQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#269897
SEC Number
801-118151
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $1,000,000 (waivable)

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BIRNAM WOOD CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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BIRNAM WOOD CAPITAL, LLC in DALLAS, TX | AdvisorFinder