DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Bcm Wealth Management
Legal name Biddle Capital Management, Inc.
Latest filing Mar 26, 2025
First filing on the tape May 23, 2017 · 18 filings
SEC status approved since Jul 5, 2017
RAUM
$200M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
6.3%
$12.5M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$200M as of Mar 26, 2025
Mar 12, 2018$149M then
HNW client RAUM$11.8M as of Mar 26, 2025
Mar 12, 2018$28.7M then
State-registered IARs (5.B.3)4 as of Mar 26, 2025
Mar 12, 20185 then
Employees (5.A)5 as of Mar 26, 2025
Mar 12, 20185 then
Private funds: no history
RAUM -32% over the last fiscal year-15% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 26, 2025; every figure names its basis
- RAUM per advisor
- $49.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 4derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.9MderivedHNW RAUM over HNW clients
- Average account
- $3.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 88%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -32%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -89%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Custody
- $11.8M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$176M88%
- High-net-worth individuals$11.8M5.9%
- Corporations and businesses$11.3M5.6%
- Individuals$698,8770.4%
- Individual clients
- 13reported
- HNW clients
- 2reported
- Pension plan clients
- 42reported
- Charitable clients
- n/areported
- Accounts
- 63reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $11.8M for 2 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
4 left, 0 joined in 12 months
net -4 in 12 months0 left in 90 days0 joined in 90 days4 left over 36 months
Left, latest
- George David Biddle to Daniels + Tansey, L.L.P.Oct 21, 2025 · Other
- Kim Lynnette Astin to Shepherd Financial Investment Advisory LLCOct 21, 2025 · Other
- Dennis R Stancoven to Shepherd Financial Investment Advisory LLCOct 21, 2025 · Other
- Matthew David Tendler to Shepherd Financial Investment Advisory LLCOct 21, 2025 · Other
- Damon Andrew Nickle to Delaware Wealth PlannersMar 30, 2021 · RIA to RIA
Joined, latest
none on the tape
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Shepherd Financial Investment Advisory LLCOct 21, 2025 · Wilmington, De · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- David George Biddle · President/Chief Compliance Officercontrolsince 04/1996 · owns less than 5%
- David George Biddle · Trusteecontrolsince 05/2011 · owns F of G. David Biddle Family Trust
Entity owners
- G. David Biddle Family Trust · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wilmington, De · principal | 0 | 0 | 4 |
Offices
Schedule D 1.F, the 25 largest
- Myrtle Beach, SC1 employees
What changed
consecutive filings, newest first
- Accounts · 439 to 63Mar 25, 2024 to Mar 26, 2025
- Corporate clients · 5 to 1Mar 25, 2024 to Mar 26, 2025
- HNW clients · 26 to 2Mar 25, 2024 to Mar 26, 2025
- Individual clients · 109 to 13Mar 25, 2024 to Mar 26, 2025
- Pension plan clients · 48 to 42Mar 25, 2024 to Mar 26, 2025
- Assets in custody · $47.9M to $11.8MMar 25, 2024 to Mar 26, 2025
- Financial planning clients · 11-25 to 1-10Mar 25, 2024 to Mar 26, 2025
- Discretionary RAUM · $294M to $200MMar 25, 2024 to Mar 26, 2025
- HNW RAUM · $68.0M to $11.8MMar 25, 2024 to Mar 26, 2025
- Individual RAUM · $33.9M to $698,877Mar 25, 2024 to Mar 26, 2025
- Pension RAUM · $178M to $176MMar 25, 2024 to Mar 26, 2025
- RAUM · $294M to $200MMar 25, 2024 to Mar 26, 2025
- Accounts · 446 to 439Mar 23, 2023 to Mar 25, 2024
- Corporate clients · 7 to 5Mar 23, 2023 to Mar 25, 2024
- HNW clients · 27 to 26Mar 23, 2023 to Mar 25, 2024
- Individual clients · 113 to 109Mar 23, 2023 to Mar 25, 2024
- Pension plan clients · 54 to 48Mar 23, 2023 to Mar 25, 2024
- Assets in custody · $14.3M to $47.9MMar 23, 2023 to Mar 25, 2024
- Discretionary RAUM · $268M to $294MMar 23, 2023 to Mar 25, 2024
- HNW RAUM · $62.2M to $68.0MMar 23, 2023 to Mar 25, 2024
- Individual RAUM · $32.0M to $33.9MMar 23, 2023 to Mar 25, 2024
- Pension RAUM · $160M to $178MMar 23, 2023 to Mar 25, 2024
- RAUM · $268M to $294MMar 23, 2023 to Mar 25, 2024
- Accounts · 452 to 446Apr 12, 2022 to Mar 23, 2023
- Corporate clients · unset to 7.0Apr 12, 2022 to Mar 23, 2023
- HNW clients · 40 to 27Apr 12, 2022 to Mar 23, 2023
- Individual clients · 101 to 113Apr 12, 2022 to Mar 23, 2023
- Pension plan clients · 51 to 54Apr 12, 2022 to Mar 23, 2023
- Assets in custody · unset to 14293766.0Apr 12, 2022 to Mar 23, 2023
- Custody of client assets · false to trueApr 12, 2022 to Mar 23, 2023
- Discretionary RAUM · $328M to $268MApr 12, 2022 to Mar 23, 2023
- HNW RAUM · $111M to $62.2MApr 12, 2022 to Mar 23, 2023
- Individual RAUM · $27.2M to $32.0MApr 12, 2022 to Mar 23, 2023
- Pension RAUM · $189M to $160MApr 12, 2022 to Mar 23, 2023
- RAUM · $328M to $268MApr 12, 2022 to Mar 23, 2023
- Accounts · 451 to 452Feb 27, 2022 to Mar 10, 2022
- HNW clients · 32 to 40Feb 27, 2022 to Mar 10, 2022
- Individual clients · 115 to 101Feb 27, 2022 to Mar 10, 2022
- Pension plan clients · 48 to 51Feb 27, 2022 to Mar 10, 2022
- Financial planning clients · 1-10 to 11-25Feb 27, 2022 to Mar 10, 2022
Signals
7 dated events
- Bcm Wealth Management no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $199.5M)Dec 20, 2025 · Left the SEC roster · derived
- Matthew David Tendler left Bcm Wealth Management for Shepherd Financial Investment Advisory Llc (registered 2024-09-20)Oct 21, 2025 · Advisor changed firm · fact
- Kim Lynnette Astin left Bcm Wealth Management for Shepherd Financial Investment Advisory Llc (registered 2024-09-20)Oct 21, 2025 · Advisor changed firm · fact
- George David Biddle left Bcm Wealth Management for Daniels + Tansey, L.L.P. (registered 2005-12-05)Oct 21, 2025 · Advisor changed firm · fact
- Dennis R Stancoven left Bcm Wealth Management for Shepherd Financial Investment Advisory Llc (registered 2024-09-24)Oct 21, 2025 · Advisor changed firm · fact
- Bcm Wealth Management's advisors moved to Shepherd Financial Investment Advisory LLC (Wilmington, DE): 3 of 4 registered, on the same dayOct 21, 2025 · Firm absorbed (people side) · derived
- Bcm Wealth Management filed its initial SEC registration (Form ADV)May 23, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026