BDC CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- GLEN ALLEN, Virginia
- CRD number
- 108445
- Website
- bdccapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.7%
- HNWI43.28%
- Charitable Organizations4.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BDC Capital Management, Inc. is an independent, privately owned registered investment adviser organized as a corporation. Its client base includes both individual and family clients as well as institutional relationships. The firm’s advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not position itself as an ESG specialist, does not identify as a multi-state adviser, and is not described as a pension consultant or capital allocator.
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 Equities66%
- US Government Bonds20%
- Cash & Cash Equivalents14%
Contacts
3 of 3Benjamin Wood
Managing PartnerCRD 8200222
GARY WOOD
PresidentCRD 1312352
Maria Lavrentyeva
Operations AnalystCRD 7779760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GLEN ALLEN, VA
HENRICO
Location
GLEN ALLEN, VA
Headquartered in GLEN ALLEN, VA, in the South of the United States.
- Region
- South
- County
- HENRICO
- Address
- 4101 Cox Rd
- Time zone
- ET (UTC-5)
- Office locations
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