BDFS CAPITAL LLC

19409 Plantation Rd
Bldg. 2 Unit 1
Rehoboth Beach, Delaware 19971
Tel: 302-265-2236

About BDFS CAPITAL LLC

BDFS CAPITAL LLC, formally registered with the SEC as BDFS CAPITAL LLC. The firm was established in 04/05/2021. They have over 1 offices throughout the country.

BDFS CAPITAL LLC is a Rehoboth Beach, Delaware based Financial Planning firm with nearly $325,153,356 assets under management, offering retirement planning & investment advisory services to 1653 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287680
SEC#	801-120724
Assets Managed by Firm	$325,153,356
No. of Clients	1653
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION OF OTHER ADVISORS FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1653	$325,153,356
Individuals (other than high net worth individuals)	620	$157,097,594
High net worth individuals	71	$165,219,692
Charitable organizations	4	$744,926
Corporations or other businesses	4	$2,091,144

More Retirement Planning firms in Rehoboth Beach, Delaware:

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BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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