BDC Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$98,902,135
Clients
228
Advisors
3
of 4 employees
About
BDC Capital Management provides personalized financial planning and discretionary investment management to individuals, high‑net‑worth clients, family‑owned businesses, and charitable organizations. Services include comprehensive financial plans that integrate estate and strategic tax planning, portfolio construction and ongoing asset allocation, and advisory support for business valuation and transition matters.
The firm typically begins with a consultative review of a client’s goals and cash‑flow needs, uses portfolio simulations and model or customized portfolios, and monitors accounts on an ongoing basis with periodic rebalancing and quarterly reviews. Its investment process emphasizes a top‑down approach that combines fundamental, technical and cyclical analysis and employs both long‑term and short‑term strategies; tax considerations are discussed but are not the primary management objective.
Noteworthy aspects include a long operating history and a compact advisory team managing roughly $103 million in discretionary assets for 228 clients, which results in a relatively high client load per advisor compared with many small firms. Oversight and compliance are centralized under the firm’s principal/Chief Compliance Officer, the firm routinely requires custody through an institutional custodian and leverages that custodian’s institutional platform, and it also offers modular, consultative planning and a specific asset‑allocation service for employer‑sponsored retirement plans.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% $1,000,000+: 1.00%
$250 per hour for financial planning and consulting (fee-only)
Asset allocation services: greater of $250/year or 0.5% per annum of plan assets, payable quarterly in advance
Account minimum: $100,000 Fee-only: Financial planning at $250 per hour (negotiable based on scope and complexity)
Main office
4101 Cox Road, Suite 315
Glen Allen VA 23060
Advisors at this office
3
Most active in
Louisiana · North Carolina · Texas · Virginia
Also doing business as
Bdc Capital Management, Inc. · Benefit Design Corp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gary W
CFP®, Series 63
Glen Allen, VA
BDC Capital Management, Inc.
Gary Wood is a CFP® with 34 years of industry experience, currently serving as the sole advisor at BDC Capital Management, Inc. He has worked at Charles Schwab & Co., Inc. since 2021 and previously spent seven years at Raymond James & Associates. Wood also conducts insurance sales as part of his business activities. BDC Capital Management, Inc. serves individuals, high-net-worth families, family-owned businesses, and charitable organizations with financial planning, discretionary portfolio management, and asset allocation services. The firm integrates investment management with tax and estate planning and provides business valuation and transition analysis for owner-run enterprises.
Benjamin W
Series 65
Glen Allen, VA
BDC Capital Management, Inc.
Benjamin Wood is a financial advisor with BDC Capital Management, Inc., holding a Series 65 designation and 12 years of experience at the firm. He is based in Glen Allen, VA, and has spent his entire advisory career with BDC Capital Management. BDC Capital Management serves individuals, high-net-worth families, family-owned businesses, and charitable organizations with financial planning, discretionary portfolio management, and asset allocation services. The firm integrates investment management with tax and estate planning and provides business valuation and transition analysis for owner-run enterprises.
Maria L
Series 65
Glen Allen, VA
BDC Capital Management, Inc.
Maria Lavrentyeva is a financial advisor at BDC Capital Management, Inc. She holds a Series 65 designation and has been in the industry since 2023, including prior experience at Northwestern Mutual. BDC Capital Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, family-owned businesses, and charitable organizations. The firm employs a top-down investment approach that integrates fundamental, technical, and cyclical analysis, with ongoing portfolio monitoring and periodic rebalancing.
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