# Olive Branch Capital, LLC

> 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.

- CRD: 302094
- Filed as: OLIVE BRANCH CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302094
- AdvisorCensus page: https://advisorcensus.com/firm/olive-branch-capital-llc-302094

## Quick answers

**How is Olive Branch Capital, LLC compensated?**
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).

**Is Olive Branch Capital, LLC registered with the SEC or a state?**
Olive Branch Capital, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 302094.

**How much does Olive Branch Capital, LLC manage?**
Olive Branch Capital, LLC reports $140,247,773 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Olive Branch Capital, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Olive Branch Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (40).

**Which custodians does Olive Branch Capital, LLC use?**
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.

**Does Olive Branch Capital, LLC 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/302094

**Does Olive Branch Capital, LLC state an account minimum?**
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."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> OBC offers investment advisory services to individuals. There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $140,247,773
- Discretionary: $140,247,773
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $29,427,781 |
| High net worth individuals | 40 | $110,776,401 |
| Charitable organizations | Fewer than 5 | $43,591 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Olive Branch, MS

### Websites listed on Form ADV (Item 1.I)
- obcap.net
- Facebook @OLIVEBRANCHCAPITAL
- LinkedIn @CHRIS-ETHERIDGE-459158A8
- LinkedIn @LINDA-COLEMAN-6429562B
- LinkedIn @SCOTT.COLEMAN-OBCAP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $101,535,589 | 3 | September 29, 2023 |
| October 2024 | $120,479,972 | 3 | March 11, 2024 |
| October 2025 | $131,034,500 | 3 | March 4, 2025 |
| October 2026 | $140,247,773 | 3 | March 16, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olive Branch Capital, LLC (CRD 302094): Form ADV filing data as of October 2026.