About BDC Capital Management
BDC Capital Management is a company based in Glen Allen (United States) founded in 2012. It operates as a B2C and Fee-Only Advisory. BDC Capital Management offers products and services including Investment Management, Strategic Tax Planning, Retirement Planning, and Estate Planning. BDC Capital Management operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Glen Allen, United States
- SectorsFinancial ServicesBusiness Services
- Phone•••• ••••
- Website bdc.capital
- Legal Name Bdc Capital Management
Products & Services of BDC Capital Management
BDC Capital Management offers a comprehensive portfolio of products and services, including Investment Management, Strategic Tax Planning, Retirement Planning, and Estate Planning.
Provides tactical investing with values-based approach for client portfolios
Reviews income and assets to minimize tax burdens for clients
Assists in diversifying investments to secure retirement goals
Helps create wills and vehicles for family inheritance and values transfer
Competitors of BDC Capital Management
BDC Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| milliman.com | 1947 | – | – | – | Milliman is engaged in actuarial consulting and analytics solutions. | |
| duffandphelps.com | 1932 | New York, United States | – | 994 | Financial and risk advisory solutions are provided globally. | |
| firstcommand.com | 1958 | Fort Worth, United States | – | 761 | Offers financial coaching, investing, insurance, and banking for military families. |
Detailed competitors of BDC Capital Management
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Latest news on Bdc Capital Management
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Similar companies to BDC Capital Management
10 companies that operate in the same segment as BDC Capital Management (Investment & Wealth Tech), ranked by their profile score on The Company Check.
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Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
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Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
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Frequently Asked Questions about BDC Capital Management
BDC Capital Management was founded in 2012.
BDC Capital Management is headquartered in Glen Allen, United States. It is registered at Glen Allen, Virginia, United States.
BDC Capital Management is an independent fee-only firm based in Virginia, specializing in financial planning services such as investment management, strategic tax planning, retirement planning, and estate planning. They focus on values-based investing, using a Biblical worldview to guide portfolios while minimizing risks. Serving US clients, they prioritize objective advice without hidden commissions, helping individuals align finances with personal goals and beliefs through disciplined strategies.
BDC Capital Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
BDC Capital Management offers Investment Management, Strategic Tax Planning, Retirement Planning, and Estate Planning.
BDC Capital Management operates through Bdc Capital Management.