Bdm Investments, INC.

Public-record details

Address

3620 Kennesaw North Ind. Pkwy, Suite a, Kennesaw, GA 30144

Phone

(770) 424-9700

Listed under

Financial planning, % of assets managed

CRD number

127170

Registration

State registered: GA

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$44.1 million

Accounts managed

102

Clients reported (Form ADV 5.D)

40

Individual / high-net-worth clients

27 / 13

Employees

2

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-17

State registered (GA) investment adviser, CRD 127170, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 127170 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.