B&D Capital Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
314406
Registered since
August 9, 2022

Firm profile

FINTRX

Overview

B&D Capital Partners, LLC is organized as an LLC and is classified as an investment bank and placement agent. The firm appears structured to originate or place capital rather than to act as a principal allocator of client assets — its profile flags "Capital Allocator: No." Ownership is listed as a mix of a domestic entity and an individual. The firm does not identify an ESG investing orientation and is not described as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. There are no publicly listed advisory activities, fee schedules, or client-type breakdowns in the source material.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Jason Houseman

    Registered RepresentativeCRD 6893909

  • Angela Fiala

    FinOpCRD 5163386

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
211 East Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth