BDC CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$244K
Accounts
423
Employees
4
Advisory reps
3

Firm details

Headquarters
GLEN ALLEN, Virginia
CRD number
108445
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, US Government Bonds 20%, Cash & Cash Equivalents 14%66%
  • Exchange Traded Equities66%
  • US Government Bonds20%
  • Cash & Cash Equivalents14%

Contacts

3 of 3
  • Benjamin Wood

    Managing PartnerCRD 8200222

  • GARY WOOD

    PresidentCRD 1312352

  • Maria Lavrentyeva

    Operations AnalystCRD 7779760

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth