Top 20 Investment Management Companies in Birmingham

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Below is the list of Top 20 Investment Management Companies in Birmingham ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Birmingham

1. Vulcan Value Partners

Industry: Investment Management

Location: Birmingham, Alabama

Website: vulcanvaluepartners.com

Company Founded: 2007

Company Size: 51-200

Company Address: 2801 Highway 280 South, Birmingham, Alabama, United States

Vulcan Value Partners Contact Details

Name Title LinkedIn Phone Email
Shawna Samford Director Of Human Resources
Colin Casey Associate Analyst
Andrew Loftin Associate Analyst
Alex Davis Associate Data Scientist
Walker Philips Associate Data Scientist
Richard Davis Chief Financial Officer
Hampton Mcfadden Principal
Requires/Intent and 25 more Employees
Cloud Solutions
HR & Payroll Services
IPO Advisory
Technology
and more

2. Resource Management Service Llc

Industry: Investment Management

Location: Birmingham, Alabama

Website: resourcemgt.com

Company Founded: 1950

Company Size: 51-200

Company Address: 31 Inverness Center Parkway, Birmingham, Alabama, United States

Resource Management Service Llc Contact Details

Name Title LinkedIn Phone Email
Mark Woloszyn Director, U.s Investments
Jimmy Bullock Senior Vice President, Forest Sustainability
Tom Hancock Director, Real Estate And Alternative Income
Rf Mitch Coffee Manager, Forest Planning
Felicia Richardson Mental Health Professional
Wes Pruet Global Acquisitions Manager
Victoria Lockhart Esg Strategy Manager
Requires/Intent and 53 more Employees
E-commerce Integration
Business Expansion
AI-Powered Financial Forecasting
Digital Asset & Cryptocurrency Investment
SEO
and more

3. Highland Associates; Birmingham, Al

Industry: Investment Management

Location: Birmingham, Alabama

Website: highlandassoc.com

Company Founded: 1987

Company Size: 11-50

Company Address: 2545 Highland Avenue South, Birmingham, Alabama, United States

Highland Associates; Birmingham, Al Contact Details

Name Title LinkedIn Phone Email
Andy Webb Director
T Jason Copeland Director, Alternative Investments
Patricia Stutts Performance Analyst
Bill Terry Chairman Of The Board
Scott Sealock Director
Ivy Lung Associate Investment Consultant - Assistant Vice President
Lauren Bates Research Associate, Portfolio Management And Capital Markets
Requires/Intent and 10 more Employees
Web Development
Data Security
and more

4. Spartan Invest

Industry: Investment Management

Location: Birmingham, Alabama

Website: spartaninvest.com

Company Founded: 2010

Company Size: 11-50

Company Address: 2015 3rd Avenue North, Birmingham, Alabama, United States

Spartan Invest Contact Details

Name Title LinkedIn Phone Email
Amanda Ford Client Services Manager
Jennifer Minkler Human Resources And Recruiting Manager
Jason Clark Vice President Of Construction And Development
Lindsay Davis Chief Executive Officer
Whitney Hamm Marketer
Paige Ip Investor Relations Manager
Bridget Alverson Leasing Agent
Requires/Intent and 4 more Employees
E-commerce Integration
Advertising
Mobile App Development
M&A Advisory
Accounting
and more

5. Cook & Bynum Capital Management

Industry: Investment Management

Location: Birmingham, Alabama

Website: cookandbynum.com

Company Founded: 2001

Company Size: 1-10

Company Address: 2830 Cahaba Road, Birmingham, Alabama, United States

Cook & Bynum Capital Management Contact Details

Name Title LinkedIn Phone Email
J Dowe Bynum Principal
Whitney Wright Director Of Investor Relations
Robert Genkin Investment Analyst
Allison Greenhalgh Investor Relations Associate
Amanda Pridgen Fund Administrator
Lynne Owens Controller
Requires/Intent
Technology
AI Chatbots
Customer Relationship Management
ESG Investing & Impact Analysis
Cloud Hosting
and more

6. Ebsco Capital, Llc

Industry: Investment Management

Location: Birmingham, Alabama

Website: ebscocapital.com

Company Size: 1-10

Company Address: 5724 Highway 280 East, Birmingham, Alabama, United States

Ebsco Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Lauren Hyde Acquisitions Associate
Blake Davidson Vice President
Nathan Bouknight Managing Director
Kirby Crutchfield Vice President Of Business Development
Requires/Intent
Compliance & Risk Management
CRM Systems
Branding
Sales
Market Research
and more

7. First Advisors Capital, Inc. (fac)

Industry: Investment Management

Location: Birmingham, Alabama

Website: myfac.com

Company Founded: 2005

Company Size: 1-10

Company Address: 4956 Valleydale Road, Birmingham, Alabama, United States

First Advisors Capital, Inc. (fac) Contact Details

Name Title LinkedIn Phone Email
Jon Lindberg Principal And Chief Executive Officer
Requires/Intent
Advertising
Digital Marketing
Customer Relationship Management
FinTech Solutions For Investment Firms
ERP Solutions
and more

8. Featheringill Capital

Industry: Investment Management

Location: Birmingham, Alabama

Website: featheringillcapital.com

Company Size: 1-10

Featheringill Capital Contact Details

Name Title LinkedIn Phone Email
Conner Mccabe Director Of M And A
Requires/Intent
Predictive Analytics
E-commerce Integration
and more

9. Bhk Investment Advisors, Llc

Industry: Investment Management

Location: Birmingham, Alabama

Website: bhkllc.com

Company Size: 11-50

Company Address: 2200 Lakeshore Drive, Birmingham, Alabama, United States

Bhk Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Bailey Knight Partner At Bhk Investment Advisors, Llc
Robby Hazzard Chief Executive Officer
Elizabeth Sayers Operations Assistant
Karen Johnson Site Coordinator
George Daniels Portfolio Maneger
Requires/Intent
Customer Relationship Management
Investor Relations & Reporting
Portfolio Management Solutions
Advertising
and more

10. Zora Financial

Industry: Investment Management

Location: Birmingham, Alabama

Website: zorafinancial.com

Company Founded: 2014

Company Size: 1-10

Company Address: P/o Box 550325, Birmingham, Alabama, United States

Zora Financial Contact Details

Name Title LinkedIn Phone Email
Jesse Zora Founder And Cfp Practitioner
Daniel Logan Director Of Holistic Planning
Requires/Intent
E-commerce Integration
ESG Investing & Impact Analysis
AI-Based Credit Risk Assessment
and more

11. Horizons Financial Group, Inc.

Industry: Investment Management

Location: Birmingham, Alabama

Website: horizonsfinancial.com

Company Founded: 2001

Company Size: 1-10

Horizons Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Jim Nix Chief Executive Officer And Co-founder
Requires/Intent
Cloud Hosting
Private Wealth Management
and more

12. Pmd Advisory

Industry: Investment Management

Location: Birmingham, Alabama

Website: pryormccormick.com

Company Founded: 1989

Company Size: 1-10

Company Address: 4000 Southlake Park, Birmingham, Alabama, United States

Pmd Advisory Contact Details

Name Title LinkedIn Phone Email
Jim Mccormick Financial Advisor
Requires/Intent
Legal
Data Security
Cybersecurity Solutions
Hedge Fund Strategies
and more

13. Sunburst Advisers

Industry: Investment Management

Location: Birmingham, Alabama

Website: sunburstfinancial.com

Company Founded: 2006

Company Size: 1-10

Sunburst Advisers Contact Details

Name Title LinkedIn Phone Email
Matt Morris Investment Advisor Representative And Portfolio Manager
Requires/Intent
Alternative Investment Consulting
Technology
CRM Systems
Advertising
Private Wealth Management
and more

14. Johnson Sterling, Inc.

Industry: Investment Management

Location: Birmingham, Alabama

Website: johnsonsterling.com

Company Size: 11-50

Company Address: 820 Shades Creek Parkway, Birmingham, Alabama, United States

Johnson Sterling, Inc. Contact Details

Name Title LinkedIn Phone Email
Christopher Whitley Financial Advisor
Alexa Patti Media Production Intern
Karlton Castle Director, Retirement Plan Consulting At Johnson Sterling, Inc
Amy Peake Regulatory Compliance
Requires/Intent
Business Expansion
Mobile App Development
Financial Due Diligence
and more

15. The Lemak Group

Industry: Investment Management

Location: Birmingham, Alabama

Website: thelemakgroup.com

Company Size: 11-50

Company Address: 2316 1st Avenue South, Birmingham, Alabama, United States

The Lemak Group Contact Details

Name Title LinkedIn Phone Email
Jordan Estus Chief Operating Officer
Angela Harris Human Resources Manager
Maggie Whitfield Executive Assistant
Requires/Intent
Accounting
Smart Contracts For Investment
AI Chatbots
and more

16. Mayfair Advisory Group

Industry: Investment Management

Location: Birmingham, Alabama

Website: mayfairag.com

Company Founded: 2019

Company Size: 1-10

Company Address: 3300 Cahaba Road, Birmingham, Alabama, United States

Mayfair Advisory Group Contact Details

Name Title LinkedIn Phone Email
Ashley Howell Director Of Operations
Requires/Intent
ERP Solutions
Market Research
and more

17. Southeastern Rei

Industry: Investment Management

Location: Birmingham, Alabama

Website: ibuyhomesfastforcash.com

Company Founded: 2017

Company Size: 1-10

Southeastern Rei Contact Details

Name Title LinkedIn Phone Email
John Braswell Real Estate Investor And Wholesaler
Requires/Intent
IoT
Web Development
Business Expansion
and more

18. Vision Financial Group, Inc.

Industry: Investment Management

Location: Birmingham, Alabama

Website: vision-financialgroup.com

Company Founded: 1996

Company Size: 11-50

Company Address: 4505 Pine Tree Circle, Birmingham, Alabama, United States

Vision Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Shearon Kourmoulis Director Of Goodwill
Requires/Intent
IT Support
E-commerce Integration
Portfolio Management Solutions
Data Security
and more

19. R-squared Macro

Industry: Investment Management

Location: Birmingham, Alabama

Website: r2macro.com

Company Founded: 2012

Company Size: 1-10

Company Address: 105 Richard Arrington Boulevard South, Birmingham, Alabama, United States

R-squared Macro Contact Details

Name Title LinkedIn Phone Email
David Brockington Summer Intern
Requires/Intent
Tax Optimization For Investments
Portfolio Management Solutions
AI
and more

20. Jefferson County Schools Public Schools Public Education Fdn

Industry: Investment Management

Location: Birmingham, Alabama

Company Size: 1-10

Company Address: 2100 Richard Arrington Jr Boulevard South, Birmingham, Alabama, United States

Jefferson County Schools Public Schools Public Education Fdn Contact Details

Name Title LinkedIn Phone Email
Elizabeth Bryan Registered Nurse
Debi Flaugher Parent Educator
Requires/Intent
AI Chatbots
Robo-Advisors & AI Trading
Private Wealth Management
Alternative Investment Consulting
and more
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Birmingham Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Shawna Samford Vulcan Value Partners Director Of Human Resources
2 Colin Casey Vulcan Value Partners Associate Analyst
3 Andrew Loftin Vulcan Value Partners Associate Analyst
4 Alex Davis Vulcan Value Partners Associate Data Scientist
5 Walker Philips Vulcan Value Partners Associate Data Scientist
6 Richard Davis Vulcan Value Partners Chief Financial Officer
7 Hampton Mcfadden Vulcan Value Partners Principal
8 Mark Woloszyn Resource Management Service Llc Director, U.s Investments
9 Jimmy Bullock Resource Management Service Llc Senior Vice President, Forest Sustainability
10 Tom Hancock Resource Management Service Llc Director, Real Estate And Alternative Income
11 Rf Mitch Coffee Resource Management Service Llc Manager, Forest Planning
12 Felicia Richardson Resource Management Service Llc Mental Health Professional
13 Wes Pruet Resource Management Service Llc Global Acquisitions Manager
14 Victoria Lockhart Resource Management Service Llc Esg Strategy Manager
15 Andy Webb Highland Associates; Birmingham, Al Director
16 T Jason Copeland Highland Associates; Birmingham, Al Director, Alternative Investments
17 Patricia Stutts Highland Associates; Birmingham, Al Performance Analyst
18 Bill Terry Highland Associates; Birmingham, Al Chairman Of The Board
19 Scott Sealock Highland Associates; Birmingham, Al Director
20 Ivy Lung Highland Associates; Birmingham, Al Associate Investment Consultant - Assistant Vice President
21 Lauren Bates Highland Associates; Birmingham, Al Research Associate, Portfolio Management And Capital Markets
22 Amanda Ford Spartan Invest Client Services Manager
23 Jennifer Minkler Spartan Invest Human Resources And Recruiting Manager
24 Jason Clark Spartan Invest Vice President Of Construction And Development
25 Lindsay Davis Spartan Invest Chief Executive Officer
26 Whitney Hamm Spartan Invest Marketer
27 Paige Ip Spartan Invest Investor Relations Manager
28 Bridget Alverson Spartan Invest Leasing Agent
29 J Dowe Bynum Cook & Bynum Capital Management Principal
30 Whitney Wright Cook & Bynum Capital Management Director Of Investor Relations
31 Robert Genkin Cook & Bynum Capital Management Investment Analyst
32 Allison Greenhalgh Cook & Bynum Capital Management Investor Relations Associate
33 Amanda Pridgen Cook & Bynum Capital Management Fund Administrator
34 Lynne Owens Cook & Bynum Capital Management Controller
35 Lauren Hyde Ebsco Capital, Llc Acquisitions Associate
36 Blake Davidson Ebsco Capital, Llc Vice President
37 Nathan Bouknight Ebsco Capital, Llc Managing Director
38 Kirby Crutchfield Ebsco Capital, Llc Vice President Of Business Development
39 Jon Lindberg First Advisors Capital, Inc. (fac) Principal And Chief Executive Officer
40 Conner Mccabe Featheringill Capital Director Of M And A