Olive Branch Capital provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Olive Branch Capital reports 142 clients. They include 102 individual clients and 40 high-net-worth individuals. Of its assets, 100.0% ($140M across 305 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $112M. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 21% |
| High-net-worth individuals | 28% | 79% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 102 | $29.4M | 21.0% | $289K |
| High-net-worth individuals | 40 | $111M | 79.0% | $2.77M |
| Charitable organizations | Fewer than 5 | $43.6K | 0.0% | — |
| Total | 142 | $140M | 100% | — |
- Clients
- 102
- Regulatory AUM
- $29.4M
- AUM share
- 21.0%
- Avg. per client
- $289K
- Clients
- 40
- Regulatory AUM
- $111M
- AUM share
- 79.0%
- Avg. per client
- $2.77M
- Clients
- Fewer than 5
- Regulatory AUM
- $43.6K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 142
- Regulatory AUM
- $140M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Olive Branch Capital is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is charged hourly at $75 to $250 per hour, or as a fixed fee of $250 to $5,000 per consulting project; fees are negotiable.
Christopher Etheridge owns 50% to 75% of Olive Branch Capital. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Olive Branch Capital, LLC
Christopher Etheridge
Control person · since March 2019
- Owns 50% to 75% of Olive Branch Capital, LLC
William Coleman
Control person · since September 2019
Olive Branch Capital’s regulatory assets grew from $102M (February 2023) to $140M (March 2026); clients were 142 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $140M | 142 | 3 | 2 |
| Mar 2025March 2025 | $131M | 136 | 3 | 2 |
| Mar 2024March 2024 | $120M | 137 | 3 | 2 |
| Feb 2023February 2023 | $102M | 138 | 3 | 2 |
Besides its headquarters, Olive Branch Capital has 1 office, with 2 listed addresses in 1 state.
Mississippi · 1 listed address
- 9483 Plantation Road, Olive Branch
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Olive Branch Capital, LLC
- Headquarters
- Not reported
- Website
- olivebranchcapital.com
- Phone
- 901-338-3400
- SEC file
- 801-127490
- Structure
- Mississippi LLC
- Fiscal year end
- December
Olive Branch Capital’s named custodian for separately managed accounts is Charles Schwab ($140M). Olive Branch Capital has custody of $21.4M for 32 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $140M100%
At year end, Olive Branch Capital’s separately managed accounts were mostly in stocks (74%) and cash (21%).
What the accounts hold
- Stocks74%
- Exchange-traded equities73%
- Non-exchange-traded equities1%
- Funds5%
- Cash21%
How many clients does Olive Branch Capital have?
Olive Branch Capital has 142 clients and manages $140 million for them, as of March 2026. They include 102 individual clients and 40 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Olive Branch Capital offer?
Olive Branch Capital provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Olive Branch Capital use?
Olive Branch Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $140M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Olive Branch Capital have?
Olive Branch Capital has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Olive Branch Capital invest in?
At the end of its last fiscal year, Olive Branch Capital’s separately managed accounts held 73% exchange-traded equities, 21% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs) and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Olive Branch Capital?
Olive Branch Capital’s direct owners are Christopher Etheridge (50% to 75%) and William Coleman (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Olive Branch Capital get paid?
Olive Branch Capital is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Olive Branch Capital?
Its phone number is 901-338-3400. Its website is olivebranchcapital.com.