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 recorded as an SEC-registered adviser since 2022. Public filings classify the firm as unclassified and list its ownership as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplies no detail on client segments, fee arrangements, or the advisory activities the firm conducts.

Assets & Accounts

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

FINTRX

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