B&D White Capital Company, LLC (Austin)

Name: B&D White Capital Company, LLC
Address: 12600 Hill Country Blvd, Austin, TX, 78738
Telephone: (512) 522-9043

B&D White Capital Company, LLC is a large advisory firm based in Austin. It manages $115.49 million of regulatory assets for 244 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, Illinois, and Texas.

B&D White Capital Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

B&D White Capital Company: assets under management

The assets under management (AUM) of B&D White Capital Company, LLC is $115.49 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $115.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $473.34 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is government bonds, which make up 5% of the firm’s portfolio. Investments in state and local bonds form 2% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay B&D White Capital Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients B&D White Capital Company serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of B&D White Capital Company is high net worth individuals with 43 clients and $104.52 million of assets under management. Among the 9 most similar advisory firms, B&D White Capital Company has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $115.49 million for 78 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

B&D White Capital Company doesn't advise any private funds.

Careers at B&D White Capital Company, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brandon Edward White	President & cco	1 Nov 2014	50% - 75%	4578494
Dustin John White	Principal	1 Nov 2014	50% - 75%	6449625

Based in Austin

The principal office where B&D White Capital Company, LLC performs its advisory services is located at 12600 Hill Country Blvd, Austin, TX 78738 The mailing address of the firm is 941 Orange Avenue, Coronado, CA 92118. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (512) 522-9043 or by fax (512) 647-6478. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at coylecap.com and its LinkedIn profile.