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 |
Principal Office
2 PERIMETER PARK SOUTHSUITE 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
C**********@********M
(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
H*********@******M
(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
RAUM, Historic
No. Clients, Historic
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 | – |