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B&d White Capital Company, LLC

● SEC registered since 2019CRD 173822SEC# 801-116701Lakeway, TX
Export (members)
Reg. AUM
$925.2M
Employees
7
Accounts
735
Location
Lakeway, TX

B&d White Capital Company, LLC assets under management

B&d White Capital Company, LLC operates as an SEC-registered investment adviser based in Lakeway, TX. The firm has been registered since 2019. It reports $925.2 million in regulatory assets under management and employs 7 people.

B&d White Capital Company, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brandon Edward White ControlPresident & Cco50-75%2014
Dustin John White ControlPrincipal50-75%2014

Frequently asked questions

How much does B&d White Capital Company, LLC manage?

B&d White Capital Company, LLC reports $925.2 million in regulatory assets under management on its Form ADV.

How many employees does B&d White Capital Company, LLC have?

B&d White Capital Company, LLC reports 7 employees.

Where is B&d White Capital Company, LLC located?

B&d White Capital Company, LLC is based in Lakeway, TX and has been SEC-registered since 2019.

Does B&d White Capital Company, LLC disclose fund performance?

B&d White Capital Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2802 Flintrock Trace, Suite B109, Lakeway, TX 78738
Phone(512) 522-9043
Fax(512) 647-6478
Office hours8:00a.m.-5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1752523
Discloses disciplinary historyNo

Regulatory AUM

$925.2M▲ 16%
Mar '25 — $800.5MApr '25 — $800.5MMay '25 — $800.5MJun '25 — $800.5MJul '25 — $800.5MAug '25 — $800.5MSep '25 — $800.5MOct '25 — $800.5MNov '25 — $800.5MDec '25 — $800.5MJan '26 — $800.5MFeb '26 — $800.5MMar '26 — $925.2MApr '26 — $925.2MMay '26 — $925.2MJun '26 — $925.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$925.2Mregulatory AUM
Discretionary $925.2M