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BD MGMT LLC

Advisory

IL

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in IL
#1,577
of 1,719 advisers by AUM
Average account
$65K
across 101 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
62
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients62
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

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ACCESS SOFTEK ADVISORY SERVICES, LLC
NAPERVILLE, IL
$6M
+109.5% 1Y
FIRSTGEN WEALTH LLC
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WELLSPRING CAPITAL GROUP, LTD.
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