# Barclay Nelson

> Barclay Nelson is a fee-only financial advisor at Birch Capital Management in Dallas, Texas, who holds the CFP and CFA credentials. Barclay focuses on family wealth transfer. Birch Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/barclay-nelson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Birch Capital Management
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $235.5M across 159 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5269340 (https://adviserinfo.sec.gov/individual/summary/5269340)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2007), Series 65 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.birchcm.com

## Frequently asked questions

### Is Barclay Nelson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Barclay holds no broker registration, and Birch Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Barclay charge for financial advice?

Barclay's firm, Birch Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Barclay Nelson based?

Barclay Nelson is based in Dallas, Texas.

### What does Barclay specialize in?

Barclay's specialties include family wealth transfer. Barclay works with multi-generational families.

### What credentials does Barclay Nelson hold?

Barclay Nelson holds the CFP and CFA credentials.

### Is Barclay Nelson registered with the SEC?

Yes. Barclay Nelson is registered as an investment adviser representative in TX (CRD 5269340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Birch Capital Management manage?

Birch Capital Management reports $235.5M across 159 accounts in assets under management.

### How do I contact Barclay Nelson?

Through Barclay's website, www.birchcm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5269340): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.birchcm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.