# Birch Investment Management, L.L.C.

> Birch Investment Management, L.L.C. is a state-registered investment advisory firm in Brookings, SD, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 158735
- Filed as: BIRCH INVESTMENT MANAGEMENT, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brookings, SD
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158735
- AdvisorCensus page: https://advisorcensus.com/firm/birch-investment-management-l-l-c-brookings-sd-158735

## Quick answers

**How is Birch Investment Management, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Birch Investment Management, L.L.C. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Birch Investment Management, L.L.C. located?**
Birch Investment Management, L.L.C.'s principal office is in Brookings, SD, according to its Form ADV.

**Is Birch Investment Management, L.L.C. registered with the SEC or a state?**
Birch Investment Management, L.L.C. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158735.

**How much does Birch Investment Management, L.L.C. manage?**
Birch Investment Management, L.L.C. reports $23,284,648 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Birch Investment Management, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (11); charitable organizations (1).

**Does Birch Investment Management, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158735

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,284,648
- Discretionary: $23,284,648
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $9,428,379 |
| High net worth individuals | 11 | $13,580,239 |
| Charitable organizations | 1 | $276,030 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- birchinvestment.com
- Facebook @SoDakFeeOnly
- Instagram @sodakfiduciary
- LinkedIn @brianberkenhoff

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Birch Investment Management, L.L.C. (CRD 158735): Form ADV filing data as of October 2026.