Matthew Higbie
Birchwood Capital · Carlsbad, California
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.
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Facts
| Firm | Birchwood Capital |
|---|---|
| Based in | Carlsbad, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $105.2M across 252 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 6094177 |
| Exams passed | Series 63 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | birchwoodcapital.com |
How Matthew's firm compares
- Birchwood Capital's average account is about $417,000, from its Form ADV (assets managed divided by 252 accounts).
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Questions about Matthew
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.
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
- 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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