Bdt & Associates, Inc.
- Regulatory AUM
- $371M
- Discretionary
- $0
- Clients
- 477
- Avg AUM / client
- $778K
- Accounts
- 1,683
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 296 | $115M | 31.0% |
| High net worth individuals | 181 | $256M | 69.0% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry Douglas Todd | Chief Executive Officer/Owner | Chartered Financial Consultant | Aug 2007 (19y) | 50% – 75% |
| Davis, Kimberly, Kaye | Owner/Chief Compliance Officer/President/Chief Financial Officer | Jun 2010 (16y) | 10% – 25% | |
| Doyel Nmn Price | Director/Owner/Vice President | Jun 2010 (16y) | 5% – 10% | |
| Hull, Scott, L | Director/Shareholder | Feb 2014 (13y) | Less than 5% | |
| Leigh Bennett Harns | Secretary/Director/Shareholder | Mar 2018 (8y) | Less than 5% | |
| Benjamin Alexander Williams | Treasurer/Director/Shareholder | May 2018 (8y) | Less than 5% | |
| Blake Alexander Morlet | Director/Shareholder | Oct 2018 (8y) | Less than 5% | |
| Laurel, Tyler, Cody | Director/Shareholder | Feb 2024 (3y) | Less than 5% | |
| Howard Farrant Barker | Registered representative | Jul 2018 (8y) | ||
| George Ernest Stratmann | Registered representative | Sep 2019 (7y) | ||
| Sandi Ilene Goldhamer | Registered representative | Feb 2021 (6y) | ||
| Ronald Michael Dennis | Registered representative | Jun 2024 (2y) | ||
| Matthew Gerard Sebenoler | Registered representative | May 2025 (1y) | ||
| Ryan Patrick Daniels | Registered representative | Aug 2025 (1y) | ||
| Alexander Joseph Chavez | Registered representative | Feb 2026 (0y) | ||
| Jody C Knutsen | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PERCENTAGE OF CLIENT'S GROSS ANNUAL INCOME
Services
- • Financial planning services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $337M (91% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗