Richard Arthur Bird

Employer firm

Bird Capital Group, Inc. CRD 170585

$7.86M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
CONSULTING STUDIES AND REPORTS PROJECTS

From the firm’s Form ADV. Read the guides:

Current Employers

Bird Capital Group, Inc.

Rancho Mirage, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-10
TX	RA	APPROVED	2014-03-21

CA RA
APPROVED

Since 2025-10-10
TX RA
APPROVED

Since 2014-03-21

Branch Locations

Montecito, CA • United States

1330 Post Oak Boulevard Suite 1600, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bird Capital Group, Inc.	Houston	TX	12/2007	Present
System Strategies, Inc.	Houston	TX	09/1993	Present

12/2007 → Present

Bird Capital Group, Inc.

Houston, TX
09/1993 → Present

System Strategies, Inc.

Houston, TX

Other Businesses

SYSTEM STRATEGIES, INC. NOT INVESTMENT RELATED. 1330 POST OAK BLVD STE 1600, HOUSTON, TX 77056. MANAGEMENT CONSULTING SERVICES FOR PRIVATELY-HELD COMPANIES AS UNRELATED TO PUBLIC SECURITIES. PRESIDENT, SECRETARY, AND TREASURER. STARTED SEPT. 1993. APPROXIMATELY 10 HOURS PER MONTH, NONE OF WHICH IS DURING SECURITIES TRADING HOURS. CONSULTING SERVICES RELATED TO MANAGEMENT OF PRIVATE COMPANIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-02-03

S65 Uniform Investment Adviser Law Examination

2014-02-03

View on SEC IAPD