$411.3M Total AUM
$408.3M Disc. AUM
-- 3Y CAGR
9 Employees
762 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RadialInsight +more
- Established Date
- 07-17-2017
- Office Locations
- 2
Office Locations
19409 Plantation RD Bldg. 2 Unit 1 Rehoboth Beach DE
-- Lancaster PA
About Bdfs Capital LLC
Black Diamond Financial Services (BDFS Capital LLC) provides financial planning and ongoing wealth management for individuals and families, with a focus on retirement readiness, college planning, tax planning, insurance planning, and estate considerations. Portfolios are built using an evidence-based, tax-efficient approach, with transparent client access through online reporting and a 1-hour free consultation to start.
Team overview
55 AVG AGE
$45.7M AVG AUM / ADVISOR
$539.8K AVG AUM / CLIENT
5.4 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Momentum Timber prime Crest signal Eagle optima North vector Meridian pioneer Prime catalyst
Client Personas
Timber Meridian summit
Custodian
Pathway prime Crest Unison Summit Optima atlas Pioneer Meridian
Investment Themes
Peak Momentum Legacy legacy Optima
Investment Vehicles
Capital prime Foundation
Platform
Timber
Services
Insight Crest ridge Element Vital wave Frontier Horizon Vector Horizon Frontier horizon Horizon Matrix Eagle pioneer Atlas
Technology
Ember Oak Matrix
Owner & Executives
MARK ANTHONY NEHRA
Chief Compliance Officer
- CRD
- #5511759
- Ownership
- Less than 5%
(335) 816-3199
vital.fusion@northcapital.com
in linkedin.com/in/focus-momentum
JEFFREY THOMAS PUGLIA
Founder, President
- CRD
- #2926402
- Ownership
- Less than 5%
(645) 837-1719
fusion.foundation@beaconcapital.com
in linkedin.com/in/vector-signal
Showing 2 of 2 owners & executives
Unlock allContacts
Austin Riley Carter
Associate Advisor
- CRD
- #7978450
(315) 955-5882
glacier.alpha@elementcapital.com
in linkedin.com/in/meridian-glacier
Derrick Joseph Diksa
Associate Advisor
- CRD
- #7791516
(955) 334-4852
foundation.beacon@meridiancapital.com
in linkedin.com/in/peak-ember
V
Vector oak
Timber zenith
- CRD
- #59278
(295) 719-9589
timber.alpha@timbercapital.com
in linkedin.com/in/ember-pathway
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $408,297,049 | $237,520 |
| Non-Discretionary | $3,032,521 | $126,355 |
| Total | $411,329,570 | $235,989 |
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Separately Managed Accounts
Total SMA Asset: $411,329,570
Equity - Exchange:
13.5% U.S. Government/Agency:
7.5% Other:
19.2% Public Funds:
20.2% Cash:
15.4% Municipal Bonds:
6.6% Equity - OTC:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $875,076,011 | 13.5% |
| U.S. Government/Agency | $486,153,340 | 7.5% |
| Other | $1,244,552,549 | 19.2% |
| Public Funds | $1,309,372,994 | 20.2% |
| Cash | $998,234,857 | 15.4% |
| Municipal Bonds | $427,814,939 | 6.6% |
| Equity - OTC | $1,140,839,837 | 17.6% |
| Total | $6,482,044,527 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH INSIGHT FRONTIER | RADIAL VALUE | PD6W3ZZ04 | ZHKC | 6.87% | $119,582,930 |
| PRIME UNISON FRONTIER | TIMBER ATLAS | IRMGUIKIR | YAGJ | 12.48% | $92,512,317 |
| RIDGE FOUNDATION | BRIDGE GLACIER | QR0WP99NZ | OYXIQ | 1.83% | $45,006,730 |
| VECTOR ALPHA | HARBOR CAPITAL | 3RYZHYR0E | IVVCM | 6.71% | $6,247,813 |
| ZENITH SIGNAL MATRIX | HORIZON QUANTUM | 9FVHG7PO3 | QXI | 11.61% | $12,692,149 |
| OPTIMA CREST DELTA | PATHWAY QUANTUM | F4OE8X1HP | QGKE | 11.23% | $88,050,373 |
| HORIZON VECTOR FOCUS | EAGLE VECTOR | 6N4RJ1QNP | EBW | 4.98% | $74,028,868 |
| MATRIX VITAL BEACON | QUANTUM MATRIX | 4Y5W93ITP | SDOW | 11.99% | $64,369,210 |