A complete list of active advisors currently associated with BDC Capital Management, Inc.

Warmer can help you find a great advisor at BDC Capital Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at BDC Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.