AUMdb
BC

Birmingham Capital Management Co Inc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 108508 · SEC file 801-20170 · Birmingham, AL
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$274M
Discretionary
$274M
Clients
80
Avg AUM / client
$3.4M
Accounts
80
Employees
1

AUM over time

$237M $322M
Mar 16, 2012 Mar 30, 2026

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
#IssuerClassValueShares% 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 typeClientsAUM% 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
NameRole / titleCredentialsWith firm sinceOwnership
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)

PlanSponsorParticipantsPlan assetsAs 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)

FormPeriodSize
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) ↗