WEST BRANCH CAPITAL LLC

CRD 133813File 801-78332

APPROVED

Retail clients

Filing as of Feb 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$690.1M

Above cohort median (national)

Discretionary AUM

$679.5M

Non-discretionary $10.6M

Clients

372

1,255 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jul 24, 2013
Principal office: 9 RESEARCH DRIVE, SUITE 1, AMHERST, MA, 01002
Phone: 833-888-0534; 413-256-1225
Website: HTTP://WWW.WESTBRANCHCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $690.1M
Discretionary AUM: $679.5M
Non-discretionary AUM: $10.6M
Discretionary accounts: 1,252
Non-discretionary accounts: 3
Total accounts: 1,255
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.4M
Charitable organizations	Fewer than 5	$4.4M
High net worth individuals	171	$593.5M
Pension and profit sharing plans	Fewer than 5	$5.1M
Individuals (other than high net worth individuals)	201	$83.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.