Fee-only adviser · Glen Allen, VA
BDC Capital Management, Inc.
BDC Capital Management, Inc. is a fee-only investment adviser registered with the securities regulators of Louisiana, North Carolina, Virginia, with its main office in Glen Allen, Virginia. On its latest Form ADV, filed May 20, 2026, it reports $103M in regulatory assets under management, 228 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, North Carolina, Virginia |
|---|---|
| Firm CRD number | 108445 · SEC file 801-56690 |
| Office | 4101 Cox Road Suite 315 Glen Allen, VA 23060 |
| Phone | (804) 965-0707 |
| Website | www.bdccapitalmanagement.com |
| Regulatory assets under management | $103M |
| Individual clients | 203 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Glen Allen
- The Main Street Group $515M
- Steelhead Wealth Management $342M
- Yes Life Financial $21M
- Kinloch Capital, LLC $301M
- Vision Wealth Planning, LLC $66M
- Freedom Capital Management $13M
See all 10 fee-only advisers in Glen Allen →
Nearby
- Henrico 4 firms
- Richmond 43 firms
- Mechanicsville 1 firm
- Midlothian 3 firms
- Chesterfield 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at BDC Capital Management, Inc.? Update this listing.