Bdfs Capital LLC
Firm details
- Headquarters
- Rehoboth Beach, Delaware
- CRD number
- 287680
- Registered since
- April 5, 2021
- Website
- blackdiamondfs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI51.59%
- Individuals47%
- Corporations / Businesses1.17%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bdfs Capital LLC is an independent registered investment adviser and capital allocator that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It operates under a mix of fee arrangements (percentage of AUM, hourly, fixed and other fee types) and does not present itself as an active ESG investor. Bdfs Capital is SEC‑registered (since 2021) and structured as a limited liability company with domestic individual ownership. The firm maintains an affiliation with an insurance company and positions itself to blend direct portfolio management with access to external fund managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- US Government Bonds22%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Owners & executives
1 of 1
Mark Nehra
Chief Compliance OfficerCRD 5511759
Contacts
3 of 6
Kenneth Reese
Partner, Director Of Financial PlanningCRD 5929688
Wesley Humes
Associate AdvisorCRD 8044462
Cameron Fitzgerald
PartnerCRD 5041847
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$253M in ETFs
20%
$49.6M
80%
$203M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $68.8M | 1,148,473 | 27.23% |
Location
Rehoboth Beach, DE
Sussex
Location
Rehoboth Beach, DE
Headquartered in Rehoboth Beach, DE, anchoring the Salisbury-Cambridge, MD-DE metro in the South.
- Metro area
- Salisbury-Cambridge, MD-DE
- Region
- South
- County
- Sussex
- Address
- 19409 Plantation Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Blue Rock Financial Group
RIARehoboth Beach, DE
MAI Capital Advisor
RIARehoboth Beach, DE
Long Angle Management, LLC
RIADover, DE
Realta Investment Advisors, Inc
RIAWilmington, DE
N1 Advisors
RIANewark, DE
Big Investment Services
RIADover, DE