BIRMINGHAM CAPITAL MANAGEMENT CO INC

Adviser information for BIRMINGHAM CAPITAL MANAGEMENT CO INC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 179 $297.2M
Non-Discretionary 0 $0
Total 179 $297.2M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 159 $182.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 13 $26.1M
Charitable organizations 5 $86.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 2 $1.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 9.0M
Both for Same 0
Portfolio Manager to Program Sponsor
LOCKWOOD ADVISORS MAC SPONSOR MANAGER PROGRAM LOCKWOOD ADVISORS/PERSHING, LLC

Identifiers

SEC RIA File Number 801-20170
SEC ERA File Number 801-20170
SEC CIK Numbers 918504
SEC CRD Numbers 108508
Legal Entity Identifier None

Principal Office

2 PERIMETER PARK SOUTH
SUITE 235-EAST
BIRMINGHAM
AL
United States
Monday - Friday, 8:30A-4:30P CST
Tel: 205-967-7062, Fax: 205-967-7013

Chief Compliance Officer

WILLIAM H. COUCHMAN
EXEC. VICE-PRESIDENT
2 PERIMETER PARK SOUTH
SUITE 235 - EAST
BIRMINGHAM
AL
United States
Tel: 205-967-7062
Fax: 205-967-7013
(Full email address available in API data)

Regulatory Contact

H. THOMAS SMITH
PRESIDENT
2 PERIMETER PARK SOUTH
SUITE 235-EAST
BIRMINGHAM
AL
United States
Tel: (205) 967-7062
Fax: (205) 967-7013
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SMITH, HARVEY, THOMAS Individual PRESIDENT/CEO/CFO 11/1983 50-75%
COUCHMAN, WILLIAM, HAMPTON Individual EVP/COO/CLO/CHIEF COMPLIANCE OFFICER 11/1983 50-75%

No. Employees, Historic

10502020202120222023202420252 on 3/30/20202 on 6/3/20202 on 3/30/20212 on 3/16/20222 on 3/20/20232 on 3/26/2024

RAUM, Historic

400M200M0202020212022202320242025270726749 on 3/30/2020270726749 on 6/3/2020282118410 on 3/30/2021320758899 on 3/16/2022305739478 on 3/20/2023297193340 on 3/26/2024

No. Clients, Historic

3001500202020212022202320242025187 on 3/30/2020187 on 6/3/2020196 on 3/30/2021205 on 3/16/2022184 on 3/20/2023179 on 3/26/2024

Holdings

From latest 13F, filed August 28th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM COM 4M 41K
ABBOTT LABORATORIES COM COM 3M 25K
ABBVIE INC COM COM 5M 30K
AGILENT TECHNOLOGIES COM 548K 4K
ALLSTATE CORP COM COM 9M 55K
ALTRIA GROUP INC COM COM 381K 8K
AMER ELECTRIC PWR CO COM 335K 4K
AMER EXPRESS COMPANY COM 5M 21K
APPLE INC COM 4M 20K
AT&T INC COM 558K 29K
BAKER HUGHES COMPANY COM 475K 14K
BANK OF AMERICA CORP COM 3M 84K
BAXTER INTERNATIONAL INC COM COM 454K 14K
BOEING CO COM 1M 7K
BP PLC F SPONSORED ADR 1 ADR R COM 636K 18K
BRISTOL MYERS SQUIBB CO COM COM 2M 45K
CARDINAL HEALTH INC COM 757K 8K
CARNIVAL CORP F COM 358K 19K
CATERPILLAR INC COM COM 17M 51K
CHARLES SCHWAB CORP COM 1M 18K
CHEVRON CORPORATION COM 8M 54K
CISCO SYSTEMS INC COM COM 967K 20K
CITIGROUP INC COM 2M 28K
CLEVELAND-CLIFFS INC COM 414K 27K
CLOROX CO COM 1M 9K
COCA COLA CO COM COM 6M 88K
COLGATE-PALMOLIVE CO COM 575K 6K
CONOCOPHILLIPS COM 550K 5K
CONSOLIDATED EDISON COM 574K 6K
CORNING INC COM 233K 6K
CORTEVA INC REG SHS COM 536K 10K
COSTCO WHOLESALE CO COM 2M 2K
CUMMINS INC COM COM 5M 20K
DEERE & CO COM COM 15M 39K
DELTA AIR LINES INC DEL COM 621K 13K
DISNEY (WALT) CO COM STK COM 1M 10K
DOW INC REG SHS COM 635K 12K
DUKE ENERGY CORP COM 3M 31K
DUPONT DE NEMOURS INC COM 3M 32K
EASTMAN CHEMICAL CO COM 289K 3K
EBAY INC COM 349K 7K
ELI LILLY & CO COM 13M 14K
EMERSON ELEC CO COM COM 8M 71K
ENBRIDGE INC F COM 340K 10K
EXXON MOBIL CORP COM COM 6M 54K
FEDEX CORP COM COM 4M 14K
FORD MOTOR CO COM 147K 12K
GE AEROSPACE COM 2M 11K
GE VERNOVA INC COM 449K 3K
GENERAL MILLS INC COM 863K 14K
GLOBE LIFE INC COM 362K 4K
GOODYEAR TIRE RUBBER COM 920K 81K
HALLIBURTON CO COM COM 2M 72K
HERSHEY CO COM 6M 31K
HOME DEPOT INC COM 910K 3K
HORMEL FOODS CORP COM 360K 12K
ILLINOIS TOOL WORKS COM 902K 4K
INTEL CORP COM COM 3M 102K
INTERNATIONAL BUSINESS MACHS C COM 6M 34K
INVSC S P 500 EQUAL WEIGHT ETF COM 562K 3K
JOHNSON & JOHNSON COM COM 6M 43K
JOHNSON CTLS Intl COM 705K 11K
JPMORGAN CHASE & CO COM 3M 14K
KIMBERLY CLARK CORP COM 290K 2K
KINDER MORGAN INC COM 1M 65K
KRAFT (THE) HEINZ CO SHS COM 2M 61K
L3HARRIS TECHNOLOGIES IN COM 335K 1K
LINCOLN NTNL CO COM 983K 32K
LOCKHEED MARTIN CORP COM COM 7M 16K
LOWES COMPANIES INC COM 841K 4K
MCDONALDS CORP COM COM 9M 36K
MERCK AND CO INC SHS COM 5M 41K
METLIFE INC COM COM 2M 33K
MICROSOFT CORP COM 1M 3K
MOTOROLA SOLUTIONS INC COM 539K 1K
NVIDIA COM 4M 32K
PACCAR INC COM 428K 4K
PARAMOUNT GLOBAL COM 175K 17K
PAYPAL HOLDINGS INCORPOR COM 339K 6K
PEPSICO INC COM 528K 3K
PFIZER INC COM COM 5M 182K
PHILLIPS 66 SHS COM 798K 6K
PINNACLE WEST CAP COM 246K 3K
PROCTER & GAMBLE CO COM COM 9M 52K
ROCKWELL AUTOMATION COM 578K 2K
RTX CORPORATION COM COM 6M 57K
SCHLUMBERGER LTD COM COM 2M 38K
SHELL PLC F SPONSORED ADR 1 AD COM 719K 10K
SOLVENTUM CORP COM SHS COM 372K 7K
SOUTHERN COMPANY COM 4M 51K
STRYKER CORP COM 264K 775
TEXAS INSTRUMENTS COM 2M 12K
TRUIST FINL CORP COM 337K 9K
VERIZON COMMUNICATN COM 864K 21K
VULCAN MATERIALS CO COM 354K 1K
Viatris COM 390K 37K
W W GRAINGER INCORP COM 3M 3K
WALMART INC COM 2M 26K
WASTE MANAGEMENT INC COM 213K 1K
WEYERHAEUSER CO COM 1M 52K
WHIRLPOOL CORP COM 681K 7K
ISHARES CORE S&P 500 ETF COM 4M 7K
ISHARES RUSSELL 2000 ETF COM 559K 3K
ISHARES US AEROSPACE DEFENSE E COM 588K 4K