Fee-only adviser · Palm Desert, CA
Bird Capital Group, Inc.
Bird Capital Group, Inc. is a fee-only investment adviser registered with the securities regulators of California, Texas, with a mailing address in Palm Desert, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $7.9M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Texas |
|---|---|
| Firm CRD number | 170585 |
| Office | Palm Desert, CA (mailing address; office not published) |
| Phone | (713) 302-3312 |
| Website | www.birdcapitalgroup.com |
| Regulatory assets under management | $7.9M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palm Desert
- Keystone Private Wealth $861M
- Hardworking Capital Advisors, LLC $206M
- Pamela Plick Wealth Management LLC $131K
See all 4 fee-only advisers in Palm Desert →
Nearby
- Indian Wells 2 firms
- Rancho Mirage 2 firms
- Cathedral City 1 firm
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