REHOBOTH BEACH, DECRD 287680Latest ADV January 30, 2026
Bdfs Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rehoboth Beach, DE. Its latest Form ADV filing, dated January 30, 2026, reports $411M in regulatory assets under management, 9 employees, and 1,743 accounts.
Assets Under Management
$411M
Employees
9
Offices
--
Total Clients
762
Primary office
REHOBOTH BEACH, DE
19409 PLANTATION RD, BLDG. 2 UNIT 1, REHOBOTH BEACH, DE, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.4% of total clients.
Top client categories% of clientsClients
1
Individuals
89.4%
681
2
HNWI
9.8%
75
3
Corporations
0.5%
4
4
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$411Mas of January 30, 2026
Discretionary99.3%
$408M
99% of total RAUM99.3%
Non-discretionary0.7%
$3M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$411M
Total Accounts1,743
10Y AUM Change+$294M (+250.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee85:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.