{
  "crd_number": 302094,
  "slug": "olive-branch-capital-llc-302094",
  "primary_business_name": "OLIVE BRANCH CAPITAL, LLC",
  "legal_name": "OLIVE BRANCH CAPITAL, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-03-20",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 140247773.0,
  "raum_discretionary": 140247773.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 43591.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 29427781.0,
      "count": 102
    },
    "high_net_worth_individuals": {
      "raum": 110776401.0,
      "count": 40
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "MS",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/OLIVEBRANCHCAPITAL",
    "https://linkedin.com/IN/CHRIS-ETHERIDGE-459158A8",
    "https://linkedin.com/IN/LINDA-COLEMAN-6429562B",
    "https://linkedin.com/IN/SCOTT.COLEMAN-OBCAP",
    "https://obcap.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302094",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/olive-branch-capital-llc-302094",
  "display_name": "Olive Branch Capital, LLC",
  "summary": "Olive Branch Capital, LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Olive Branch Capital, LLC (CRD 302094): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Olive Branch Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Olive Branch Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Olive Branch Capital, LLC registered with the SEC or a state?",
      "a": "Olive Branch Capital, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 302094."
    },
    {
      "q": "How much does Olive Branch Capital, LLC manage?",
      "a": "Olive Branch Capital, LLC reports $140,247,773 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Olive Branch Capital, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Olive Branch Capital, LLC: Regulatory assets under management: $101,535,589 in the October 2023 data and $140,247,773 in the October 2026 data, up 38%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Olive Branch Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (40)."
    },
    {
      "q": "Which custodians does Olive Branch Capital, LLC use?",
      "a": "Olive Branch Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Olive Branch Capital, LLC 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/302094"
    },
    {
      "q": "Does Olive Branch Capital, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"OBC offers investment advisory services to individuals. There is no minimum account size to open and maintain an advisory account.\""
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 101535589.0,
      "total_employees": 3,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 120479972.0,
      "total_employees": 3,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 131034500.0,
      "total_employees": 3,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 140247773.0,
      "total_employees": 3,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "OBC offers investment advisory services to individuals.  There is no minimum account size to open and maintain an advisory account."
        ]
      }
    ],
    "quotes": [
      "OBC offers investment advisory services to individuals.  There is no minimum account size to open and maintain an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/olive-branch-capital-llc-302094.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 29427781.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 110776401.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 43591.0
    }
  ],
  "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/302094",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}