BDC Capital Management, Inc.

BDC Capital Management, Inc. is an independent, fee-only registered investment adviser that serves individuals (including high‑net‑worth clients), families, family‑owned businesses, and charitable organizations with financial planning, discretionary portfolio management, and asset‑allocation services. The firm identifies and coordinates investment management, strategic tax planning, and estate‑planning needs and reports roughly $103 million in discretionary assets under management.

The firm uses a tailored, discretionary approach to portfolio management, building client‑specific strategies that may rely on a top‑down allocation framework and a mix of fundamental and technical methods (including charting and cyclical analysis), model portfolios, and periodic rebalancing. Financial planning is delivered on a modular, consultative basis with regular account reviews and written performance reports, and the firm advises clients to coordinate with tax professionals because tax efficiency is not its primary management objective.

BDC operates with a relatively high number of client relationships per adviser—228 clients supported by two advisers—which aligns with its modular planning offerings and a fee‑based asset‑allocation service for employer retirement plans. The firm also provides advisory services that are less common among peers of this size, including business valuation and transition planning for family‑owned businesses and assistance with purchases of numismatic and bullion coins.