# BDT & ASSOCIATES, INC.

BDT & ASSOCIATES, INC. of YUMA, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 288008
- Type: SEC-registered investment adviser
- SEC file number: 801-118542
- Location: 2615 EAST 24TH STREET, SUITE 2, YUMA, AZ, 85365
- Phone: 928-344-8000
- Latest filing: 2026-04-16
- Regulatory AUM: $371.1M
- Non-discretionary AUM: $371.1M
- Clients: 11
- Accounts: 1,683

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, Charities, Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Barry Douglas Todd | CHIEF EXECUTIVE OFFICER/OWNER | — |
| Kimberly Kaye Davis | OWNER/CHIEF COMPLIANCE OFFICER/PRESIDENT/CHIEF FINANCIAL OFFICER | — |
| Doyel Nmn Price | DIRECTOR/OWNER; DIRECTOR/OWNER/VICE PRESIDENT | — |
| Benjamin Alexander Williams | TREASURER/DIRECTOR/SHAREHOLDER | — |
| Blake Alexander Morlet | DIRECTOR/SHAREHOLDER; DIRECTOR/SHAREHOLDER/VICE PRESIDENT | — |
| Leigh Bennett Harns | SECRETARY/DIRECTOR/SHAREHOLDER | — |
| Tyler Cody Laurel | DIRECTOR/SHAREHOLDER | — |
| Scott L Hull | DIRECTOR/SHAREHOLDER | — |
| TODD BARRY DOUGLAS | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/OWNER; CHIEF EXECUTIVE OFFICER & SHAREHOLDER (+2 more) | — |
| DAVIS KIMBERLY KAYE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & SHAREHOLDER; EXECUTIVE VP/OWNER/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| PRICE DOYEL NMN | DIRECTOR/OWNER; DIRECTOR/OWNER/VICE PRESIDENT; PRESIDENT AND OWNER | — |
| STOGNER REID JORDAN | TREASURER AND OWNER | — |
| HULL SCOTT L | BRANCH MANAGER AND OWNER; DIRECTOR AND OWNER; DIRECTOR/SHAREHOLDER | — |
| WILLIAMS BENJAMIN ALEXANDER | TREASURER/DIRECTOR; TREASURER/DIRECTOR/SHAREHOLDER | — |
| Morlet Blake Alexander | DIRECTOR; DIRECTOR/SHAREHOLDER | — |
| HARNS LEIGH B | SECRETARY/DIRECTOR | — |
| HARNS LEIGH BENNETT | SECRETARY/DIRECTOR/SHAREHOLDER | — |
| LAUREL TYLER CODY | DIRECTOR/SHAREHOLDER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288008/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288008/similar
- Related entities: https://search.stillhousedata.com/firm/288008/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288008

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.