firm profile
Beechwood Capital Management, Inc.
Overview
Beechwood Capital Management, Inc. is a state registered investment adviser based in Montgomery, OH, registered since 2000. It reports $12.5M in assets under management across 47 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $12.5M
- Discretionary
- 100%
- Accounts
- 47
- Average account
- $266K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2000
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Michael Courtenay Bowling President, Chief Compliance Officer CRD 2550199
Advisory reps 1 of 1
- Michael Courtenay Bowling Investment Adviser Rep CRD 2550199
Location
- Headquarters
- 9467 Montgomery Rd
Montgomery, OH 45242 - County
- Hamilton
- Metro area
- Cincinnati, OH-KY-IN
- Region
- Midwest
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: beechwoodcm.com
Every state, with registration dates
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