|
⚲
|
| B&D White Capital Company LLC
✚
| |
|---|---|
| CRD # | 173822 |
| SEC # | 801-116701 |
| CIK # | 0001752523 |
| AUM | $625.9 MM (2024-03-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 512-522-9043 |
| Address | 2802 Flintrock Trace Lakeway, TX 78738 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PEP | 226,773.9 | 50.4 | |
| MCD | 179,584.2 | 37.6 | |
| JNJ | 465,600.2 | 31.1 | |
| AAPL | 2,382,844.0 | 3.2 | |
| NOC | 72,230.4 | 1.2 | |
| UPS | 157,208.0 | 1.2 | |
| SBUX | 87,554.3 | 0.6 | |
| NKE | 161,751.8 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 21.1 |
| (b) Individuals (high net worth individuals) | 141 | 604.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 661 | 625.9 |
| By Discretionary | ||
| Discretionary | 661 | 625.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 661 | 625.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 625.9 | |
| Total | 661 | 625.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001752523] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Advocate Group LLC
✚
|
MN | 0.6 |
|
SSA Swiss Advisors AG
✚
|
0.6 | |
|
Delta Investment Management LLC
✚
|
CA | 0.6 |
|
Warner Financial Inc
✚
|
MD | 0.6 |
|
Legacy Edge Advisors LLC
✚
|
NY | 0.6 |
|
Unique Wealth LLC
✚
|
FL | 0.6 |
|
Kaydan Wealth Management Inc
✚
|
MI | 0.6 |
|
Peninsula Wealth LLC
✚
|
CA | 0.6 |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.6 |
|
RBO & Co LLC
✚
|
CA | 0.6 |