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Olive Branch Capital, LLC

● SEC registered since 2023CRD 302094SEC# 801-127490
Export (members)
Reg. AUM
$140.2M
Employees
3
Accounts
305
Location

Olive Branch Capital, LLC assets under management

Olive Branch Capital, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2023. It reports $140.2 million in regulatory assets under management and employs 3 people.

Olive Branch Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher A Etheridge ControlManaging Member & Cco50-75%2019
William Scott Coleman ControlManaging Member50-75%2019

Frequently asked questions

How much does Olive Branch Capital, LLC manage?

Olive Branch Capital, LLC reports $140.2 million in regulatory assets under management on its Form ADV.

How many employees does Olive Branch Capital, LLC have?

Olive Branch Capital, LLC reports 3 employees.

Does Olive Branch Capital, LLC disclose fund performance?

Olive Branch Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(901) 338-3400
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$140.2M▲ 7%
Mar '25 — $131MApr '25 — $131MMay '25 — $131MJun '25 — $131MJul '25 — $131MAug '25 — $131MSep '25 — $131MOct '25 — $131MNov '25 — $131MDec '25 — $131MJan '26 — $131MFeb '26 — $131MMar '26 — $140.2MApr '26 — $140.2MMay '26 — $140.2MJun '26 — $140.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$140.2Mregulatory AUM
Discretionary $140.2M