Bdc Capital Management, Inc.

BDC Capital Management, Inc. is an independent, fee-only registered investment advisor specializing in financial planning and investment management services. Established in 1990, the firm, located in Glen Allen, Virginia, is led by Gary W. Wood, a Certified Financial Planner with over 40 years of experience in the financial services industry. The firm offers personalized investment advisory services, including financial planning, asset management, and asset allocation services tailored to individual client needs. Clients can expect comprehensive financial plans covering estate planning, investment management, tax planning, risk management, and cash flow analysis. BDC Capital Management, Inc. provides discretionary portfolio management services, where the firm has the authority to make investment decisions on behalf of clients without prior approval. The firm primarily uses fundamental and technical analysis, cyclical analysis, and long-term and short-term purchase strategies to guide investment decisions. Clients are under no obligation to implement recommendations made in financial plans, and they have the freedom to execute transactions with any company of their choice. The firm charges fixed fees for financial planning services and asset management services based on a percentage of assets under management. Clients are encouraged to review account statements regularly, and the firm does not vote proxies on behalf of clients. Gary W. Wood, the President and Chief Investment Officer, has certifications as a Certified Financial Planner (CFP®) and Certified Estate Planner (CEP®). He does not have any reportable disciplinary information and is the Principal and Chief Compliance Officer of the firm.