Bdt & Associates, Inc.
● SEC registered since 2020CRD 288008SEC# 801-118542Yuma, AZ
Reg. AUM
$371.1M
Employees
11
Accounts
1,683
Location
Yuma, AZ
Bdt & Associates, Inc. assets under management
Bdt & Associates, Inc. is an SEC-registered investment adviser based in Yuma, AZ. The firm has been registered since 2020. It reports $371.1 million in regulatory assets under management and employs 11 people.
Bdt & Associates, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Douglas Todd Control | Chief Executive Officer/Owner | 50-75% | 2007 |
| Benjamin Alexander Williams | Treasurer/Director/Shareholder | Under 5% | 2018 |
| Kimberly Kaye Davis | Owner/Chief Compliance Officer/President/Chief Financial Officer | 10-25% | 2010 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bdt & Associates, Inc. manage?
Bdt & Associates, Inc. reports $371.1 million in regulatory assets under management on its Form ADV.
How many employees does Bdt & Associates, Inc. have?
Bdt & Associates, Inc. reports 11 employees.
Where is Bdt & Associates, Inc. located?
Bdt & Associates, Inc. is based in Yuma, AZ and has been SEC-registered since 2020.
Does Bdt & Associates, Inc. disclose fund performance?
Bdt & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2615 East 24th Street, Suite 2, Yuma, AZ 85365 |
| Phone | 928-344-8000 |
| Fax | 928-344-1213 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$371.1M▲ 48%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$371.1Mregulatory AUM
Discretionary $0Non-discretionary $371.1M