{"url":"https://nivawealth.com/firms/b-and-d-white-capital-173822","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173822","regulatoryAum":925191253,"crd":"173822","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4175049","suffix":null,"lastName":"GRIFFITH","firstName":"MATTHEW","middleName":"TODD"},{"crd":"7330348","suffix":null,"lastName":"SAVKOVIC","firstName":"SASA","middleName":null},{"crd":"4578494","suffix":null,"lastName":"WHITE","firstName":"BRANDON","middleName":"EDWARD"},{"crd":"6449625","suffix":null,"lastName":"WHITE","firstName":"DUSTIN","middleName":"JOHN"},{"crd":"5868454","suffix":null,"lastName":"WOLF","firstName":"ADAM","middleName":"HOWARD"},{"crd":"4349434","suffix":null,"lastName":"Ybanez","firstName":"Eileen","middleName":"Carney"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-07","regulatoryAum":191461342,"clients":110,"employees":5,"offices":3},{"filedOn":"2022-05-26","regulatoryAum":314275522,"clients":217,"employees":5,"offices":3},{"filedOn":"2023-05-22","regulatoryAum":299559387,"clients":247,"employees":5,"offices":3},{"filedOn":"2024-03-26","regulatoryAum":625926769,"clients":289,"employees":5,"offices":3},{"filedOn":"2025-03-26","regulatoryAum":800453182,"clients":320,"employees":7,"offices":4},{"filedOn":"2026-03-23","regulatoryAum":925191253,"clients":313,"employees":7,"offices":4}],"secFileNumber":"801-116701","legalName":"B&D 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They include 186 high-net-worth individuals, 124 individual clients, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does B&D White Capital offer?","answer":"B&D White Capital provides portfolio management for individuals and small businesses, estate planning, family office services, financial planning, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does B&D White Capital use?","answer":"B&D White Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $925M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does B&D White Capital have?","answer":"B&D White Capital has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does B&D White Capital invest in?","answer":"At the end of its last fiscal year, B&D White Capital’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 3% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns B&D White Capital?","answer":"B&D White Capital’s direct owners are Brandon White (50% to 75%) and Dustin White (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does B&D White Capital get paid?","answer":"B&D White Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is B&D White Capital registered with the SEC?","answer":"Yes, B&D White Capital has been registered with the SEC as an investment adviser since 28 May 2019. Its CRD number is 173822 and its SEC file number is 801-116701.","source":"Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact B&D White Capital?","answer":"B&D White Capital’s main office is at 2802 Flintrock Trace, Suite B109, Lakeway, TX 78738. Its phone number is 512-522-9043. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}