# BDM Investments, Inc.

> BDM Investments, Inc. is a state-registered investment advisory firm in Kennesaw, GA, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 127170
- Filed as: BDM INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kennesaw, GA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127170
- AdvisorCensus page: https://advisorcensus.com/firm/bdm-investments-inc-kennesaw-ga-127170

## Quick answers

**How is BDM Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), BDM Investments, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BDM Investments, Inc. located?**
BDM Investments, Inc.'s principal office is in Kennesaw, GA, according to its Form ADV.

**Is BDM Investments, Inc. registered with the SEC or a state?**
BDM Investments, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 127170.

**How much does BDM Investments, Inc. manage?**
BDM Investments, Inc. reports $44,051,690 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (82% discretionary).

**What types of clients does BDM Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (13).

**Does BDM Investments, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127170

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $44,051,690
- Discretionary: $35,918,737
- Non-discretionary: $8,132,953

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $12,046,277 |
| High net worth individuals | 13 | $24,068,352 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,754,040 |
| Corporations or other businesses not listed above | Fewer than 5 | $183,021 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cantrellcpa.com](https://cantrellcpa.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BDM Investments, Inc. (CRD 127170): Form ADV filing data as of October 2026.