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firm profile

Bdfs Capital LLC

RIA Rehoboth Beach, DE CRD 287680 Last verified October 2026

Overview

Bdfs Capital LLC is an SEC registered investment adviser based in Rehoboth Beach, DE, registered since 2017. It reports $411M in assets under management across 1,743 accounts, with 7 employees. It has 7 investment adviser representatives.

Reported AUM
$411M
Discretionary
99%
Accounts
1,743
Average account
$236K
Employees
7
Advisory reps
7
Registered since
2017
Jurisdictions
9

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

Advisory reps 3 of 7

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters
19409 Plantation Rd Unit 1 Bldg 2
Rehoboth Beach, DE 19971
County
Sussex
Metro area
Salisbury, MD-DE
Region
South

Registrations

Every state, with registration dates

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