Birmingham Capital Management Co Inc

Birmingham Capital Management, established in 1983, specializes in providing investment management services focused on stocks and bonds. The firm manages client portfolios by making decisions based on individual goals and risk tolerances. Birmingham Capital is not a financial planner or broker-dealer and charges fees based on a percentage of assets under management. As of December 31, 2024, the firm managed $322 million on a fully discretionary basis. The two principals, H. Thomas Smith and William H. Couchman, are responsible for investment decision-making and portfolio management. Clients have the option to communicate restrictions on specific investments or industries. The firm primarily uses a large capitalization value approach in its investment style, focusing on U.S. equities and occasionally using fixed income investments. Birmingham Capital does not accept performance-based fees and generally serves pension plans, corporations, endowments, trusts, and high net worth individuals with a minimum asset value of $750,000, subject to negotiation. The firm acts as a fiduciary, placing clients' interests first and avoiding conflicts of interest. Clients have investment discretion, and the firm provides continuous portfolio monitoring and reporting. Birmingham Capital does not have custody of client assets and recommends consulting other professionals for advice on financial matters beyond investment management. The firm's professionals have no legal or disciplinary history related to their business activities. Clients can contact the owners directly for inquiries or concerns about the firm's services.