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Carlos Butcher

Investment adviser representative at Birch Capital Management in Fort Worth, TX

Investment adviser registrationUpdated

Carlos Butcher is an investment adviser representative at Birch Capital Management, LLC, an investment adviser managing $235M, and works from its Fort Worth, TX office. Carlos Butcher has been registered through Birch Capital Management since 1 April 2019, has 7 years in the industry across 1 firm and has passed the Series 65.

7
Years in industry
7
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Carlos Butcher has been an investment adviser representative at Birch Capital Management since April 2019, and is not listed among the firm’s executive officers or direct owners.

Birch Capital Management, LLC is a firm with $235M under management, 35 clients and 2 advisers across 2 offices, as of its September 2026 filing.

  1. – present · 7 years
    Fort Worth, TX · Adviser representative · Firm CRD 152302

Credentials and registrations

Investment adviser representative registrations

Carlos Butcher is registered as an investment adviser representative in Texas, since April 2019.

  • TexasSince 1 April 2019

Examinations

Series 654 March 2019
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Carlos Douglas Ian Butcher
CRD
7092842
Firm
Birch Capital Management · CRD 152302
Office
Fort Worth, TX
Registration
Investment adviser registration
In the industry since
March 2019
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Carlos Butcher work?

Carlos Butcher is an investment adviser representative registered through Birch Capital Management, LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Carlos Butcher a financial advisor?

Yes. Carlos Butcher has a current investment-adviser registration in Texas, through Birch Capital Management since April 2019.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Carlos Butcher have?

Carlos Butcher has 7 years in the financial industry, since March 2019, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Carlos Butcher passed?

Carlos Butcher passed the Series 65 in March 2019.

Source: IAPD individual record, checked 22 October 2026

Where is Carlos Butcher based?

Carlos Butcher’s registered office is in Fort Worth, TX.

Source: IAPD individual record, checked 22 October 2026

Is Carlos Butcher registered with FINRA?

No. Carlos Butcher has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Carlos Butcher’s record?

Search CRD 7092842 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carlos Butcher’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Birch Capital Management

Sources

  1. IAPD individual record, CRD 7092842, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Birch Capital Management, LLC, filed 2 September 2026. Executive officers and direct owners; this person is not among them.