Harvey
Smith

Birmingham Capital Management Co Inc

CRD#2307753
Investment Advisor
in Birmingham, AL

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About this Advisor

Harvey Smith is a financial advisor based in Birmingham, Alabama, working with Birmingham Capital Management Co Inc. Harvey has previously held a position at Birmingham Capital Management Co., Inc. Harvey has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Harvey is part of Birmingham Capital Management Co Inc, which operates out of Birmingham, Alabama. The firm has 2 employees and manages assets totaling $297.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Birmingham Capital Management Co Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2 Perimeter Park South Suite 235-East
Birmingham, AL 35243-3253

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Birmingham Capital Management Co Inc Brokerage Details

Total Assets Under Management

$297,193,340

AL Average: $1,620,585,161
Total Number of Employees

2

AL Average: 52
Total Number of Accounts

179

AL Average: 1,560
Average Account Size

$1,660,298

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Harvey Smith Work History

1983 - Present (41 years)

Birmingham Capital Management Co., Inc

Disclosures

Please visit the SEC profile of Harvey Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Birmingham Capital Management Co Inc

Harvey Smith
Birmingham, AL
William Couchman
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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