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 classified in FINTRX as an investment bank and placement agent. The firm registered with the SEC in 2022. According to the snapshot data, it does not act as a capital allocator and is not identified as an active ESG investor. FINTRX lists the owner type as a domestic entity and individual ownership, and indicates the firm is not a multi-state adviser, not a newly formed adviser in the sense used by the data field, and not a pension consultant or related adviser. The source file does not provide detailed entries for the firm’s fee model, client segments, or specific advisory or transactional services beyond the placement-agent/investment-bank classification. That positioning implies the business is oriented toward arranging capital or distribution rather than managing pooled client assets on an ongoing advisory basis.

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
  • Jason Houseman

    Registered RepresentativeCRD 6893909

  • Angela Fiala

    FinOpCRD 5163386

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