Overview
Assets Under Management: $325 million
Headquarters: REHOBOTH BEACH, DE
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
BDFS CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287680), BDFS CAPITAL LLC is subject to fiduciary duty under federal law.
BDFS CAPITAL LLC is headquartered in REHOBOTH BEACH, DE.
BDFS CAPITAL LLC serves 71 high-net-worth clients according to their SEC filing dated April 04, 2025. View client details ↓
According to their SEC Form ADV, BDFS CAPITAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BDFS CAPITAL LLC manages $325 million in client assets according to their SEC filing dated April 04, 2025.
According to their SEC Form ADV, BDFS CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,653
Discretionary Accounts: 1,629
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 287680
Filing ID: 1976484
Last Filing Date: 2025-04-04 10:12:00
Website: https://bdfsmail.com