← Back to searchVisit website
BDFS CAPITAL LLC
CRD 287680 · SEC 801-120724
19409 PLANTATION RD, BLDG. 2 UNIT 1, REHOBOTH BEACH, DE, 19971, United States
Phone
302-265-2236
Fax
302-265-2109
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$411.3M
Discretionary AUM
$408.3M
Team
9 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS FEES
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 681 | $193.3M |
| High net worth individuals | 75 | $212.2M |
| Charitable organizations | 2 | $951K |
| Corporations/business entities | 4 | $4.8M |
States served
DE, LA, MD, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD