BDM Investments, Inc.

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Client assets under management

$36,114,629

Clients

33% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$902,866

About

BDM Investments, Inc. provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities, managing roughly $44 million across about 40 client accounts. Its service offerings include portfolio management, asset allocation via a third‑party platform (Savant Wealth Management), and retirement plan/401(k) support.

The firm follows a long‑term, Modern Portfolio Theory–based approach that emphasizes asset allocation and the use of passive vehicles such as ETFs and mutual funds, including institutional‑class funds available through Savant. It prepares investment policy statements, monitors accounts regularly, and delivers quarterly reporting through its custodian and Savant’s reporting tools.

BDM is affiliated with an accounting and consulting firm, Cantrell & Associates, PC; the adviser’s representative spends approximately 85% of his time with that accounting practice and about 15% on investment advisory work, and the adviser states its investment services are offered as a benefit to the accounting firm’s clients. The firm also relies on Savant for portfolio management, trade processing and back‑office functions, and discloses periodic due diligence of service providers that use artificial intelligence components.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing

Fee options

Percentage

$150,000 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% Above $10,000,000+: 0.45%

Other

Account minimum: $150,000 Minimum fee: Minimum annual fee of $3,000 for Savant Retirement Plan program Fee-only: Advisory fees based on percentage of assets under management, no commissions or sales charges received by Adviser

Main office location

BDM Investments, Inc.

3620 Kennesaw North Ind. Pkwy, Suite A

Kennesaw GA 30144, United States

Number of offices

Most active in

Georgia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 770-424-9700

Advisors at this firm

Nicholas H

Series 65

Kennesaw, GA

BDM Investments, Inc.

Nicholas Houston is a financial advisor at BDM Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his current role, he worked for over a decade at Northside United Methodist Church. BDM Investments, Inc. provides discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across about 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focusing on asset allocation and passive investment vehicles, utilizing third-party platforms such as Savant Wealth Management.

Passive / index investing

Dustin C

Series 65

Kennesaw, GA

BDM Investments, Inc.

Dustin Cantrell is a Series 65-licensed financial advisor at BDM Investments, Inc. with 12 years of industry experience. He is also a senior accountant and shareholder of Cantrell & Associates, PC, an accounting firm where he provides accounting, compliance, and tax consulting services. He has been with Cantrell & Associates since 1995. BDM Investments, Inc. offers discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focused on asset allocation and passive investment vehicles, and integrates investment services as a complement to its affiliated accounting practice.

Passive / index investing

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