BDM Investments, Inc.

Overview

BDM Investments, Inc. is an independent, Georgia-registered advisory firm owned by an individual and focused on serving individuals and families. The firm operates on a percentage‑of‑assets fee model and combines financial planning with portfolio management for individual and small business clients. Its service mix includes selecting other advisers and external managers on behalf of clients, and the firm lists accounting as a core business activity and industry affiliation. BDM identifies itself as a capital allocator, which suggests it directs client capital to outside managers or pooled products when appropriate. The adviser is localized to Georgia rather than operating as a multi‑state RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices