Barclay Nelson
Birch Capital Management · Dallas, Texas
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Birch Capital Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $235.5M across 159 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 5269340 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.birchcm.com |
| Profile |
How Barclay's firm compares
- Birch Capital Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 159 accounts).
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Questions about Barclay
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Birch Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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