BCD ADVISORS

BCD ADVISORS is an SEC-registered investment adviser (CRD 169468). Regulatory assets under management: $51.9M.

Registration

• CRD: 169468
• Type: Registered investment adviser
• Phone: 855.874.5188
• Latest filing: 2026-02-12
• Regulatory AUM: $51.9M
• Discretionary AUM: $4.9M
• Non-discretionary AUM: $47.0M
• Clients: 4
• Accounts: 448

Business model

Compensation: % of AUM, Hourly, Fixed.

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 169468 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search