Birch Financial Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Birch Financial Group reports 192 clients. They include 125 individual clients and 67 high-net-worth individuals. Of its assets, 100.0% ($265M across 652 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 17% |
| High-net-worth individuals | 35% | 83% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 125 | $44.7M | 16.9% | $358K |
| High-net-worth individuals | 67 | $220M | 83.1% | $3.28M |
| Total | 192 | $265M | 100% | $1.38M |
- Clients
- 125
- Regulatory AUM
- $44.7M
- AUM share
- 16.9%
- Avg. per client
- $358K
- Clients
- 67
- Regulatory AUM
- $220M
- AUM share
- 83.1%
- Avg. per client
- $3.28M
Total
- Clients
- 192
- Regulatory AUM
- $265M
- AUM share
- 100%
- Avg. per client
- $1.38M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Birch Financial Group charges 0.05%–1.25% a year for its Investment management and wealth management services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$750K | 1.25% |
| $750K–$2M | 0.90% |
| $2M–$12M | 0.80% |
| $12M–$22M | 0.65% |
| $22M–$32M | 0.40% |
| $32M and above | 0.05% |
Fee details and sources
Other fees
- Financial consulting sessions
- An hourly fee of $400 per session, negotiable, collected in advance of services.
- Ongoing financial planning
- A recurring fixed fee paid monthly in advance, ranging from $85 to $5,000 and negotiable.
- Project-based financial planning
- A fixed fee not exceeding $10,000, or an hourly fee of $400; negotiable and partly collectable in advance.
Liana Poodiack owns 75% or more of Birch Financial Group. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Birch Financial Group, LLC
Liana Poodiack
Control person · since June 2024
- Owns 25% to 50% of Birch Financial Group, LLC
Travis Poodiack
Control person · since June 2024
Birch Financial Group’s regulatory assets grew from $221M (July 2025) to $265M (July 2026); clients rose from 170 to 192 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $265M | 192 | 2 | 1 |
| Jul 2025July 2025 | $221M | 170 | 3 | 1 |
Besides its headquarters, Birch Financial Group has 0 offices, with 1 listed address in 1 state.
New Hampshire · 1 listed address
- 149 Emerald St, Suite M2/M3, KeeneHQ
Other business names
Birch Financial Group has reported 1 other business name to the SEC.
- Birch Financial Group
Contact and registration details
- Legal name
- Birch Financial Group, LLC
- Headquarters
- 149 Emerald St, Suite M2/M3, Keene, NH 03431
- Website
- birchfinancialgroup.com
- Phone
- 603-338-3838
- @birchfinancialgroup
- SEC file
- 801-131297
- Founded
- 2024
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Birch Financial Group’s named custodians for separately managed accounts are Altruist ($237M, 90%) and Charles Schwab ($27.4M, 10%). Birch Financial Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $27.4M10%
- AltruistAltruist Financial LLC · Culver City, CA · $237M90%
At year end, Birch Financial Group’s separately managed accounts were mostly in stocks (62%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $195M across 135 positions; the largest are American Express CO (10.8%), Berkshire Hathaway Inc. Del (7.7%) and Vanguard Index Fds (7.5%).
What the accounts hold
- Stocks62%
- Funds34%
- Bonds3%
- Cash1%
How many clients does Birch Financial Group have?
Birch Financial Group has 192 clients and manages $265 million for them, as of July 2026. They include 125 individual clients and 67 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026
What services does Birch Financial Group offer?
Birch Financial Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Birch Financial Group charge?
Birch Financial Group charges 0.05%–1.25% a year for its Investment management and wealth management services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum.
Source: BIRCH FINANCIAL GROUP FORM ADV PART 2A, filed 5 October 2026
Which custodians does Birch Financial Group use?
Birch Financial Group’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $237M and Charles Schwab & Co., Inc. (Westlake, TX), with $27.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026
How many financial advisors does Birch Financial Group have?
Birch Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Birch Financial Group invest in?
At the end of its last fiscal year, Birch Financial Group’s separately managed accounts held 62% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Birch Financial Group?
Birch Financial Group’s direct owners are Travis Poodiack (25% to 50%) and Liana Poodiack (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026
How does Birch Financial Group get paid?
Birch Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Birch Financial Group?
Birch Financial Group’s main office is at 149 Emerald St, Suite M2/M3, Keene, NH 03431. Its phone number is 603-338-3838. Its website is birchfinancialgroup.com.