|
⚲
|
| Keyboard |
| Birmingham Capital Management Co Inc
✚
|
|
|---|---|
| CRD # | 108508 |
| SEC # | 801-20170 |
| CIK # | 0000918504 |
| AUM | 273.6 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 205-967-7062 |
| Address | 2 Perimeter Park South Birmingham, AL 35243-3253 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Technologies Corp /DE/ | 10.0 | ||
| Lilly Eli & Co | 9.6 | ||
| Allstate Corp | 9.4 | ||
| McDonalds Corp | 9.4 | ||
| Lockheed Martin Corp | 8.9 | ||
| Cummins Inc | 7.6 | ||
| Chevron Corp | 7.5 | ||
| Johnson & Johnson | 7.1 | ||
| Emerson Electric Co | 7.0 | ||
| AbbVie Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 142.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 4.3 |
| (h) Charitable organizations | 4 | 118.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 273.6 |
| By Discretionary | ||
| Discretionary | 80 | 273.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 273.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.6 | |
| Total | 80 | 273.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000918504] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capasso Planning Partners LLC
✚
|
SC | 274.2 M |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 274.1 M |
|
Chronos Wealth Management LLC
✚
|
FL | 274.0 M |
|
Signature Financial Services Ltd
✚
|
IL | 274.0 M |
|
Lonestar Registered Investment Advisors PLLC
✚
|
TX | 274.0 M |
|
JP Wealth Management Inc
✚
|
SC | 274.0 M |
|
Doceo Wealth LLC
✚
|
ID | 274.0 M |
|
Summit Investment Advisors Inc
✚
|
KS | 273.4 M |
|
Cardinal Wealth Advisory LLC
✚
|
TN | 273.2 M |
|
Uhlmann Investment Management LLC
✚
|
IL | 273.2 M |