Firm
BDC Capital Management
Glen Allen, Virginia
Fee-only
BDC Capital Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 228 individual clients, 25 of them high net worth.
- Its average account is about $244,000 (assets it manages divided by its 423 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Glen Allen, Virginia |
|---|---|
| Website | bdccapitalmanagement.com |
| Phone | (804) 965-0707 |
BDC Capital Management fees
BDC Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $103 million |
| Individual clients | 203 |
| High-net-worth clients | 25 |
| Accounts managed | 423 |
| Employees | 4 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-56690) |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 108445 |