SourcingSourcing

BERCH CAPITAL LLC

C38
CRD 339591·SEC 801-135442·AUSTIN, TX
AUM
$6.6M
<$25M
Est. Revenue
$66K
@ 1% on AUM
Est. EBITDA
$20K
@ 30% margin
Est. Deal Value
$159K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BERCH CAPITAL LLC
CRD
339591
SEC file #
801-135442
EIN
000000000
DBA names
—

Economics

AUM
$6.6M
AUM band
<$25M
AUM trajectory
—
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
berchcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Bennett, Robert
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Bennett, Robert
Weurch, Ryan
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BERCHCAPITAL.COM
Rdap Domain Creation Date
2022-06-21T12:45:36Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002081481
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-21
Edgar Last Filing Date
2026-02-09
Edgar Form D Count
2
Edgar Form D Offerings
2026-02-092026-02-09 · 0002081481-26-000002
2026-01-212026-01-21 · 0002081481-26-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4178
Soi Zip Pct 200k Plus
0.1719
Soi Zip Returns 200k Plus
2,970
Soi Zip Total AGI
2,176,954
Fdic Zip Total Deposits
24,853,994,000
Fdic Zip Branch Count
236
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
131 CONTINENTAL DRIVESUITE 305NEWARK, DE 19713
Business
131 CONTINENTAL DRIVESUITE 305NEWARK, DE 19713
Edgar EIN
000000000
Edgar Recent Filings
D2026-02-09 · 0002081481-26-000002
D2026-01-21 · 0002081481-26-000001
Fdic Zip Branches Raw
Wells Fargo Bank (Texas), National AssociationAustin, TX
Texas Commerce Bank National AssociationAustin, TX
Fdic Zip HHI
1635.34
Fdic Zip Top Bank Share Pct
25.67
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-21T12:45:36Z
Rdap Domain Last Changed
2026-05-15T21:45:32Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,823
Returns2,810
Stub 2
AGI106,582
Returns2,820
Stub 3
AGI159,247
Returns2,580
Soi Zip Total Business Income
83,240
Soi Zip Total Cap Gains
108,537
Soi Zip Total Dividends
36,380
Soi Zip Total Returns
17,280
Top Owner CRD
8209041
Trust Company Affiliate
No

People (2)

2
Bennett, Robert
Direct Owner · 62.5%
8209041
Weurch, Ryan
Direct Owner · 62.5%
8209043