Investment adviser · CRD 287680
BDFS CAPITAL LLC
Investment adviser filing (IA)
REHOBOTH BEACH, DE, United States · Form ADV filed Jul 10, 2026
- Regulatory AUM
- $411M Form ADV · Item 5.F
- Client accounts
- 1,743 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 75 | $212,213,432 | 51.6% |
| Individuals | 681 | $193,339,657 | 47.0% |
| Corporations & businesses | Fewer than 5 | $4,825,575 | 1.2% |
| Charities | Fewer than 5 | $950,906 | 0.2% |
Filing source
Form ADV 2118213 · Jul 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
19409 PLANTATION RD, BLDG. 2 UNIT 1REHOBOTH BEACH, DE, 19971, United States
CRD 287680
Filing source
Form ADV 2118213 · Jul 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.