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Miguel Padilla

Advisor at BNB Wealth Management, LLC

Updated today

Location

Silver Spring, MD 20910

Credentials

Series 66

Industry experience

17 years

About

Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Capitol Securities Management since 2011 alongside his role at BNB Wealth Management beginning in 2010. Outside of advisory work, he owns and manages a vacation rental property. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers discretionary portfolio management and pension consulting, operating from multiple offices and sponsoring its own wrap-fee program.

Client services

Based on BNB Wealth Management, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on BNB Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retirement income strategy Long-term care insurance

Occupation focus

Based on BNB Wealth Management, LLC

Founder/Business Owner Retired

Fee options

Fixed

Fixed fee financial planning engagements; amount depends on scope and expertise.

Percentage

Up to 1.75% per annum maximum, negotiable and tiered based on client agreement

Commissions

IARs may receive commissions in their separate capacity as registered representatives of the broker-dealer Capitol Securities Management, Inc. for securities and insurance products sales.

Project-based

Financial planning and consulting hourly fees generally range from $150 to $500 per hour.

Other

Fee-only: Investment advisory fees calculated as a percentage of assets under management, payable quarterly in arrears; Financial planning fees charged on fixed fee basis or hourly ($150 - $500/hour); Consulting fees charged hourly ($150 - $500/hour); Portfolio Analysis and Review fee between 0.00% - 0.75% one-time charge.

Location

8730 Georgia Avenue, Suite 500

Silver Spring, MD 20910

Most active in

Maryland

Work history

Capitol Securities Management

2011 - Present (15 years)

BNB Wealth Management, LLC

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Christopher R

CFP®, Series 63

Chevy Chase, MD

Green View Advisors LLC

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Divorce financial planning College savings (529s, UTMA, etc.)
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Series 65

Washington, DC

Rockbound Capital LLC

Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. Rockbound Capital provides discretionary portfolio management services to individuals and high net worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.

Wealth management Passive / index investing Real estate investing
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Kathleen M

CFP®, Series 65

Laurel, MD

McQuade, Kathleen Mary

Kathleen McQuade is a Certified Financial Planner® with three years of industry experience, operating as the sole advisor at her independent firm in Laurel, MD. She has been managing her practice since 2010 and holds a Series 65 license. Her firm provides fee-only financial planning and consulting services to individual clients, focusing on investment, retirement, insurance, education, and estate planning. The practice employs a long-term, buy-and-hold investment approach, primarily recommending no-load, low-cost, tax-efficient mutual funds with asset allocation as the key factor in portfolio returns.

General retirement planning
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David H

CFA®, Series 65

Annandale, VA

Bishopsgate Investment Company

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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