B&D White Capital is an investment advisor in Lakeway with $299.56 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472273974
SEC advisor number
801-116701
FINRA CRD number
173822
AUM ?
$299.56 mm
(as of 22 May 23)
Accounts
547
(as of 22 May 23)
Employees
5
(5 investment advisory or research)
Office hours
Monday - Friday, 8:00AM-5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
White, Brandon, Edward | President & CCO | 11/2014 | 50-75% |
White, Dustin, John | Principal | 11/2014 | 50-75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22