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BDFS CAPITAL LLC

REHOBOTH BEACH, DE · CRD 287680 · IAPD ↗ · blackdiamondfs.com · 302-265-2236

$411.3MRegulatory AUM
7Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — BDFS CAPITAL LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
February 2026 — BDFS CAPITAL LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2026 — BDFS CAPITAL LLC reported RAUM up 27% ($325.2M -> $411.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2024 — BDFS CAPITAL LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.