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Bgemd Capital Advisors, LLC (Richardson)


Bgemd Capital Advisors, LLC is a large advisory firm based in Richardson. It manages $107.29 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.

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Bgemd Capital Advisors provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bgemd Capital Advisors: assets under management

The assets under management (AUM) of Bgemd Capital Advisors, LLC is $107.29 million. The firm's AUM has grown by 213% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $106.87 million in discretionary accounts and $418.6 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $610.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $209.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bgemd Capital Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richardson

The principal office where Bgemd Capital Advisors, LLC performs its advisory services is located at 2600 North Central Expressway, Richardson, TX 75080, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-231-2503 or by fax 972-783-6501. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.bgemdcapitaladvisors.com.


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