# Bird Capital Group, Inc.

> Bird Capital Group, Inc. is a state-registered investment advisory firm in Palm Desert, CA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 170585
- Filed as: BIRD CAPITAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Desert, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170585
- AdvisorCensus page: https://advisorcensus.com/firm/bird-capital-group-inc-palm-desert-ca-170585

## Quick answers

**How is Bird Capital Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bird Capital Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other.

**Where is Bird Capital Group, Inc. located?**
Bird Capital Group, Inc.'s principal office is in Palm Desert, CA, according to its Form ADV.

**Is Bird Capital Group, Inc. registered with the SEC or a state?**
Bird Capital Group, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170585.

**How much does Bird Capital Group, Inc. manage?**
Bird Capital Group, Inc. reports $7,855,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Bird Capital Group, Inc. 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/170585

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,855,000
- Discretionary: $7,855,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $7,855,000 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- billionairestocktrader.com
- birdcapitalgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bird Capital Group, Inc. (CRD 170585): Form ADV filing data as of October 2026.