B&D Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
314406
Registered since
August 9, 2022

Firm profile

FINTRX

Overview

B&D Capital Partners, LLC is a limited liability company that registered with the SEC in 2022 and is structured as an investment bank and placement agent rather than a traditional asset manager. The firm is owned at the domestic-entity and individual level and positions itself to source and place capital on behalf of issuers or sponsors rather than acting as a primary capital allocator or discretionary wealth manager. The firm is not marked as an active ESG investor, is not organized as a multi-state adviser, and does not list pension consulting or related-adviser functions in the available profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Angela Fiala

    FinOpCRD 5163386

  • Jason Houseman

    Registered RepresentativeCRD 6893909

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
211 East Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth