# Carlos Butcher

> Carlos Butcher is a fee-only financial advisor at Birch Capital Management in Dallas, Texas, who holds the CFP credential. Carlos 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/carlos-butcher/
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
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7092842 (https://adviserinfo.sec.gov/individual/summary/7092842)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.birchcm.com

## Frequently asked questions

### Is Carlos Butcher a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carlos 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 Carlos charge for financial advice?

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

### Where is Carlos Butcher based?

Carlos Butcher is based in Dallas, Texas.

### What does Carlos specialize in?

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

### What credentials does Carlos Butcher hold?

Carlos Butcher holds the CFP credential.

### Is Carlos Butcher registered with the SEC?

Yes. Carlos Butcher is registered as an investment adviser representative in TX (CRD 7092842), 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 Carlos Butcher?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7092842): 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.