$44.1M Total AUM
$35.9M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-10-2001
- Office Locations
- 1
Office Locations
3620 Kennesaw North Ind. Pkwy Kennesaw GA
About BDM Investments, Inc.
BDM Investments, Inc. is a Kennesaw-based RIA. The firm has been operating for 24 years. Managing $44.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$22.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
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Client Personas
Momentum
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Vertex momentum
Investment Vehicles
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Services
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Owner & Executives
D
DUSTIN EDWARD CANTRELL
Owner, President
- CRD
- #3015540
- Ownership
- 75% or more
(892) 248-5022
signal.ridge@vitalcapital.com
in linkedin.com/in/ember-value
Nicholas Timothy Houston
--
- CRD
- #7610324
- Ownership
- 10% but less than 25%
(279) 384-6398
timber.zenith@optimacapital.com
in linkedin.com/in/timber-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,918,737 | -- |
| Non-Discretionary | $8,132,953 | -- |
| Total | $44,051,690 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,051,690
Public Funds:
35.1% Equity - Exchange:
25.4% Cash:
39.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,573,348,785 | 35.1% |
| Equity - Exchange | $1,862,195,417 | 25.4% |
| Cash | $2,895,933,817 | 39.5% |
| Total | $7,331,478,019 | 100.0% |