B&D Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2022
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 a limited liability company and is registered with the SEC (registration year listed as 2022). The firm is classified as an investment bank and placement agent rather than a discretionary asset manager or capital allocator. Ownership is described as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, is not documented as a multi-state adviser, and is not listed as a pension consultant or related adviser. Public disclosures about its specific business lines, client types, or advisory activities are limited in the source data.

Assets & Accounts

Investments & Alternatives

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
  • Angela Fiala

    FinOpCRD 5163386

  • Jason Houseman

    Registered RepresentativeCRD 6893909

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