RIA Intel›Advisers›Georgia›BDM INVESTMENTS, INC.

BDM INVESTMENTS, INC.

Advisory

KENNESAW, GA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account

$432K

across 102 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$44M

Discretionary AUM$36M

Non-Discretionary AUM$8M

Discretionary %81.5%

Total Clients40

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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