SourcingSourcing

BIRMINGHAM CAPITAL MANAGEMENT CO INC

A66
CRD 108508·SEC 801-20170·BIRMINGHAM, AL
AUM
$273.6M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$821K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD
108508
SEC file #
801-20170
EIN
630856101
DBA names
—

Economics

AUM
$273.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$302.9M → $273.6M▼ -10%
Client mix
Individuals Other68
Pension Profit Sharing Plans4
Charitable Organizations4
Corporations4

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMITH, HARVEY, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SMITH, HARVEY, THOMAS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
103,303
Form 5500 Compensation Trajectory 3y
2025103,303
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
103,303
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000918504
Edgar Registered
Yes
Edgar Filing Count
83
Edgar First Filing Date
2005-03-31
Edgar Last Filing Date
2026-02-12
Edgar 13f Count
83
Edgar 13f Latest AUM Estimate
Filing Date2026-02-12
Accession0000918504-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2 PERIMETER PARK SOUTHSUITE 235-EASTBIRMINGHAM, AL 35243-3253
Business
2 PERIMETER PARK SOUTHSUITE 235-EASTBIRMINGHAM, AL 35243-3253
Edgar EIN
630856101
Edgar Recent Filings
13F-HR2026-02-12 · 0000918504-26-000001
13F-HR2025-11-05 · 0000918504-25-000005
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2307753
Trust Company Affiliate
No

People (5)

5
SMITH, HARVEY, THOMAS
IAR · Direct Owner · 87.5%
2307753
WILLIAM HAMPTON COUCHMAN
IAR
2306265
SANDERS, MORGAN, FLYNT
IAR
6480812
EVERETT BRANDON PRICE
IAR
6359878
DAVID EDWARD WEINER
IAR
1763447