BDM INVESTMENTS, INC.

BDM INVESTMENTS, INC. of KENNESAW, GA is an SEC-registered investment adviser (CRD 127170). Regulatory assets under management: $44.1M.

Registration

• CRD: 127170
• Type: Registered investment adviser
• Location: 3620 KENNESAW NORTH IND. PKWY, KENNESAW, GA, 30144
• Phone: 770-424-9700
• Latest filing: 2026-02-17
• Regulatory AUM: $44.1M
• Discretionary AUM: $35.9M
• Non-discretionary AUM: $8.1M
• Clients: 2
• Accounts: 102

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127170 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search