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- Custodian
- Charles Schwab & Company · Jefferson National Securities
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-19-1991
- Office Locations
- 1
Office Locations
About BDC Capital Management, Inc.
BDC Capital Management is a fee-only, family-owned fiduciary RIA serving individuals and families in the Richmond, VA area. The team delivers holistic planning—cash-flow, retirement, tax, estate, and charitable/legacy guidance—paired with portfolio management using faith-based investing to avoid companies that conflict with biblical principles. Custody includes Charles Schwab, and portfolios are often implemented with ETFs.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
GARY WAYNE WOOD
CFP, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1312352
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Maria Lavrentyeva
--
- CRD
- #7779760
Benjamin Stanhope Wood
--
- CRD
- #8200222
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,044,377 | $183,035 |
| Non-Discretionary | $0 | $39,149 |
| Total | $103,044,377 | $130,412 |
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Separately Managed Accounts
Total SMA Asset: $103,044,377
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,236,753,016 | 13.9% |
| U.S. Government/Agency | $3,861,516,612 | 43.4% |
| Cash | $3,799,234,086 | 42.7% |
| Total | $8,897,503,714 | 100.0% |