{
  "crd_number": 108508,
  "slug": "birmingham-capital-management-co-inc-birmingham-al-108508",
  "primary_business_name": "BIRMINGHAM CAPITAL MANAGEMENT CO INC",
  "legal_name": "BIRMINGHAM CAPITAL MANAGEMENT CO INC",
  "dbas": [
    "BIRMINGHAM CAPITAL MANAGEMENT CO INC"
  ],
  "city": "Birmingham",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "13820",
  "metro": {
    "cbsa_code": "13820",
    "common_name": "Birmingham",
    "msa_name": "Birmingham, AL",
    "path": "/advisors/al/birmingham"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-11-22",
  "years_registered": 42,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 273628841.0,
  "raum_discretionary": 273628841.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 118738157.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 141972889.0,
      "count": 68
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 4339912.0,
      "count": 4,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 8577883.0,
      "count": 4,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108508",
  "city_as_filed": "BIRMINGHAM",
  "url": "https://advisorcensus.com/firm/birmingham-capital-management-co-inc-birmingham-al-108508",
  "display_name": "Birmingham Capital Management Co Inc",
  "summary": "Birmingham Capital Management Co Inc is an SEC-registered investment advisory firm in Birmingham, AL, registered since 1983, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Birmingham Capital Management Co Inc (CRD 108508): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Birmingham Capital Management Co Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Birmingham Capital Management Co Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Birmingham Capital Management Co Inc located?",
      "a": "Birmingham Capital Management Co Inc's principal office is in Birmingham, AL, according to its Form ADV."
    },
    {
      "q": "Is Birmingham Capital Management Co Inc registered with the SEC or a state?",
      "a": "Birmingham Capital Management Co Inc is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 108508."
    },
    {
      "q": "How much does Birmingham Capital Management Co Inc manage?",
      "a": "Birmingham Capital Management Co Inc reports $273,628,841 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Birmingham Capital Management Co Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Birmingham Capital Management Co Inc: Regulatory assets under management: $282,118,410 in the October 2021 data and $273,628,841 in the October 2026 data, down 3%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Birmingham Capital Management Co Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); pension and profit sharing plans (but not the plan participants or government pension plans) (4); charitable organizations (4)."
    },
    {
      "q": "Does Birmingham Capital Management Co Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108508"
    },
    {
      "q": "Does Birmingham Capital Management Co Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 21, 2025 says: \"Birmingham Capital generally imposes a new account minimum asset value of $750,000. This figure is subject to negotiation.\""
    },
    {
      "q": "What changed in Birmingham Capital Management Co Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added the business name Birmingham Capital Management Co Inc. Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $321,843,196 to $273,628,841 (-15%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 282118410.0,
      "total_employees": 2,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 320758899.0,
      "total_employees": 2,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 305739478.0,
      "total_employees": 2,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 297193340.0,
      "total_employees": 2,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 321843196.0,
      "total_employees": 2,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 273628841.0,
      "total_employees": 1,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Birmingham Capital Management Co Inc.",
        "Employees performing advisory functions went from 2 to 1.",
        "Regulatory assets under management went from $321,843,196 to $273,628,841 (-15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 21, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$750,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $750,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Birmingham Capital generally imposes a new account minimum asset value of $750,000. This figure is subject to negotiation."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 750000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Birmingham Capital generally imposes a new account minimum asset value of $750,000. This figure is subject to negotiation."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/birmingham-capital-management-co-inc-birmingham-al-108508.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 68,
      "fewer_than_5": false,
      "raum": 141972889.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 4339912.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 118738157.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 8577883.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108508",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}