BDM INVESTMENTS, INC.

Overview

BDM Investments, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to outside managers or specialist solutions. Its business footprint includes accounting services, which suggests advisory work is frequently coordinated with tax and reporting considerations. Investment activity is centered on discretionary management—the majority of assets are managed on a discretionary basis—with a fee model based on a percentage of assets under management. BDM Investments identifies as a capital allocator, meaning it selects and places client capital across pooled vehicles and outside advisers rather than focusing on proprietary product distribution. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices