# Birmingham Capital Management Co Inc > 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. - CRD: 108508 - Filed as: BIRMINGHAM CAPITAL MANAGEMENT CO INC - Also doing business as: BIRMINGHAM CAPITAL MANAGEMENT CO INC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Birmingham, AL - Filing period: October 2026 - Form ADV filing dated: March 30, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108508 - AdvisorCensus page: https://advisorcensus.com/firm/birmingham-capital-management-co-inc-birmingham-al-108508 ## Quick answers **How is Birmingham Capital Management Co Inc compensated?** 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. **Where is Birmingham Capital Management Co Inc located?** Birmingham Capital Management Co Inc's principal office is in Birmingham, AL, according to its Form ADV. **Is Birmingham Capital Management Co Inc registered with the SEC or a state?** Birmingham Capital Management Co Inc is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 108508. **How much does Birmingham Capital Management Co Inc manage?** 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). **How have Birmingham Capital Management Co Inc's assets and staff changed since 2021?** 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. **What types of clients does Birmingham Capital Management Co Inc serve?** 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). **Does Birmingham Capital Management Co Inc report any disciplinary disclosures?** 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 **Does Birmingham Capital Management Co Inc state an account minimum?** 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." **What changed in Birmingham Capital Management Co Inc's recent Form ADV filings?** 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). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated March 21, 2025) - Account minimum: $750,000 (the brochure says it may be waived or negotiated) > Birmingham Capital generally imposes a new account minimum asset value of $750,000. This figure is subject to negotiation. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Regulatory assets under management (Item 5.F) - Total: $273,628,841 - Discretionary: $273,628,841 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 68 | $141,972,889 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $4,339,912 | | Charitable organizations | 4 | $118,738,157 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 4 | $8,577,883 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 1983 (42 years) - Employees: 1 total, 1 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AL - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $282,118,410 | 2 | March 30, 2021 | | October 2022 | $320,758,899 | 2 | March 16, 2022 | | October 2023 | $305,739,478 | 2 | March 20, 2023 | | October 2024 | $297,193,340 | 2 | March 26, 2024 | | October 2025 | $321,843,196 | 2 | March 21, 2025 | | October 2026 | $273,628,841 | 1 | March 30, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - 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). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Birmingham Capital Management Co Inc (CRD 108508): Form ADV filing data as of October 2026.