BDC Advisory, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Memphis, Tennessee
CRD number
124233
Fee structure
Fixed Fees, Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

BDC Advisory, LLC is a limited liability company operating as an institutional registered investment adviser that serves an institutional client base. The firm is owned by an individual and is not flagged as a capital allocator. Its stated advisory activity includes pension consulting services, and its fee arrangements are described as fixed fees plus other, unspecified structures. Regulatory-data flags indicate the firm is not an active ESG investor and is not registered as a multistate adviser; the dataset also marks it as not newly formed. The dataset lists pension consulting services among the firm’s advisory activities, while also indicating the firm is not designated as a pension consultant in the same record. That divergence suggests BDC Advisory’s work for institutions likely includes pension-related advisory arrangements but may not fit the specific regulatory label used for pension consultants in the source.

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
  • John Crews

    John Crews

    Financial Advisor and Registered RepresentativeCRD 2341001

  • Timothy Shanklin

    Timothy Shanklin

    Pension ConsultantCRD 1991966

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
465 Jack Kramer Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth