A complete list of active advisors currently associated with BDFS Capital LLC
Warmer can help you find a great advisor at BDFS Capital LLC or one who fits your needs even better.
BDFS Capital LLC provides portfolio management and financial planning to a mix of individuals (including high‑net‑worth clients), charitable organizations, qualified retirement plans, corporations, and trusts. The firm prepares an Investment Policy Statement for each client and offers ongoing account monitoring, financial plans, and the option to be directed to third‑party advisers. The firm employs multiple methods of analysis — including cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis — and uses both long‑term and short‑term trading approaches while documenting client risk tolerance and seeking fair allocation of opportunities across accounts. BDFS also acts as portfolio manager and is the sponsor of a wrap fee program (described in a separate wrap brochure) and, in some cases, directs clients to third‑party platforms such as Betterment. A distinguishing feature is that BDFS sponsors a wrap fee program, a structure relatively uncommon among similar team firms. The firm’s advisers also maintain broker‑dealer registration and insurance licenses and BDFS discloses fee‑sharing arrangements with third‑party advisers; additionally, the firm’s stated investment universe includes a wide range of alternatives — private equity, venture capital, private placements, commodities, precious metal ETFs and real estate funds — which is broader than typical for many peers.
To learn more about the advisors currently working at BDFS Capital LLC, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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