BCD Advisors
Firm details
- Headquarters
- ,
- CRD number
- 169468
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, ALTRUIST FINANCIAL LLC, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.14%
- HNWI42.86%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
BCD Advisors is an independent, privately owned advisory firm operating as a corporation that focuses on individuals and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. BCD functions as a capital allocator, meaning it constructs portfolios in part by selecting external managers and alternative offerings. The firm lists affiliations with another investment adviser and an insurance company and does not identify ESG integration as an active part of its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Steven Anderson
President, CEOCRD 1012542
Contacts
2 of 2
Keith Harris
Senior PartnerCRD 5831728
Stephen Hecker
Investment Adviser RepresentativeCRD 4751495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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