# Matthew Higbie

> Matthew Higbie is a fee-only financial advisor at Birchwood Capital in Carlsbad, California, who holds the CFA credential. Birchwood Capital reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-higbie/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Birchwood Capital
- **Based in:** Carlsbad, California
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $105.2M across 252 accounts
- **Credentials:** CFA
- **CRD:** 6094177 (https://adviserinfo.sec.gov/individual/summary/6094177)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://birchwoodcapital.com/

## Frequently asked questions

### Is Matthew Higbie a fee-only financial advisor?

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

### How does Matthew charge for financial advice?

Matthew's firm, Birchwood Capital, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Higbie based?

Matthew Higbie is based in Carlsbad, California.

### What credentials does Matthew Higbie hold?

Matthew Higbie holds the CFA credential.

### Is Matthew Higbie registered with the SEC?

Yes. Matthew Higbie is registered as an investment adviser representative in GA (CRD 6094177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Birchwood Capital manage?

Birchwood Capital reports $105.2M across 252 accounts in assets under management.

### How do I contact Matthew Higbie?

Through Matthew's website, birchwoodcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6094177): 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

---

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