Birmingham Capital Management Co Inc
- Regulatory AUM
- $274M
- Discretionary
- $274M
- Clients
- 80
- Avg AUM / client
- $3.4M
- Accounts
- 80
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 89 positions, $237,077)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc Del | COM | $27,717 | 39,123 | 11.7% | 0.01% |
| 2 | Deere & Co | COM | $17,736 | 31,485 | 7.48% | 0.01% |
| 3 | Rtx Corp | COM | $9,962 | 51,644 | 4.2% | 0.0% |
| 4 | Eli Lilly & Co | COM | $9,593 | 10,430 | 4.05% | 0.0% |
| 5 | Allstate Corp Del Com | COM | $9,408 | 45,375 | 3.97% | 0.0% |
| 6 | Mcdonalds Corp Com | COM | $9,366 | 30,135 | 3.95% | 0.0% |
| 7 | Lockheed Martin Corp | COM | $8,924 | 14,765 | 3.76% | 0.0% |
| 8 | Cummins Inc | COM | $7,613 | 14,150 | 3.21% | 0.0% |
| 9 | Chevron Corp | COM | $7,496 | 36,229 | 3.16% | 0.0% |
| 10 | Johnson And Johnson Com | COM | $7,122 | 29,134 | 3.0% | 0.0% |
| 11 | Emerson Elec Co | COM | $6,960 | 53,125 | 2.94% | 0.0% |
| 12 | Exxon Mobil Corp Com | COM | $6,186 | 36,460 | 2.61% | 0.0% |
| 13 | Abbvie Inc | COM | $5,054 | 23,240 | 2.13% | 0.0% |
| 14 | Procter & Gamble Co | COM | $4,840 | 33,510 | 2.04% | 0.0% |
| 15 | Hershey Company | COM | $4,652 | 22,375 | 1.96% | 0.0% |
| 16 | Intl Business Machines Corp I | COM | $4,490 | 18,525 | 1.89% | 0.0% |
| 17 | Coca Cola Com | COM | $4,336 | 57,009 | 1.83% | 0.0% |
| 18 | 3 M Company | COM | $4,120 | 28,366 | 1.74% | 0.0% |
| 19 | Apple Inc | COM | $3,970 | 15,642 | 1.67% | 0.0% |
| 20 | Amer Express Company | COM | $3,826 | 12,650 | 1.61% | 0.0% |
| 21 | Fedex Corp Delaware Com | COM | $3,571 | 10,025 | 1.51% | 0.0% |
| 22 | Southern Co | COM | $3,335 | 34,550 | 1.41% | 0.0% |
| 23 | Pfizer Inc | COM | $3,174 | 113,046 | 1.34% | 0.0% |
| 24 | Ishares Core S&P 500 Etf | COM | $3,115 | 4,768 | 1.31% | 0.0% |
| 25 | Nvidia | COM | $3,039 | 17,425 | 1.28% | 0.0% |
Top 25 of 89 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 68 | $142M | 51.9% |
| Pension and profit sharing plans | 4 | $4.3M | 1.59% |
| Charitable organizations | 4 | $119M | 43.4% |
| Corporations and other businesses | 4 | $8.6M | 3.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Russell Medical Center Retirement Plan Russell Medical Center | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harvey Thomas Smith | President/Ceo/Cfo | Nov 1983 (43y) | 50% – 75% | |
| William Hampton Couchman | Evp/Coo/Clo/Chief Compliance Officer | Nov 1983 (43y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Russell Medical Center Retirement Plan | Russell Medical Center | 208 | $20.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗