B&D White Capital Company, Llc
- Regulatory AUM
- $925M
- Discretionary
- $925M
- Clients
- 313
- Avg AUM / client
- $3.0M
- Accounts
- 735
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Investments (13F portfolio — 74 positions, $808,787,047)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | COM | $153,574,757 | 737,383 | 19.0% | 16.6% |
| 2 | American Centy Etf Tr | US EQT ETF | $81,432,729 | 732,440 | 10.1% | 8.8% |
| 3 | American Centy Etf Tr | US LARGE CAP VLU | $66,109,247 | 820,112 | 8.17% | 7.15% |
| 4 | Ishares Tr | MORNINGSTAR GRWT | $33,172,998 | 347,434 | 4.1% | 3.59% |
| 5 | Dimensional Etf Trust | US CORE EQUITY 2 | $32,948,928 | 847,888 | 4.07% | 3.56% |
| 6 | Vanguard Index Fds | TOTAL STK MKT | $32,289,206 | 100,649 | 3.99% | 3.49% |
| 7 | Ishares Tr | RUS 1000 GRW ETF | $31,589,418 | 74,084 | 3.91% | 3.41% |
| 8 | American Centy Etf Tr | INTERNATIONAL LR | $26,895,099 | 359,416 | 3.33% | 2.91% |
| 9 | American Centy Etf Tr | INTL EQT ETF | $26,097,802 | 307,612 | 3.23% | 2.82% |
| 10 | American Centy Etf Tr | INTL SMCP VLU | $23,794,042 | 238,274 | 2.94% | 2.57% |
| 11 | Dimensional Etf Trust | EMERGING MKTS VA | $21,028,264 | 587,710 | 2.6% | 2.27% |
| 12 | American Centy Etf Tr | AVANTIS EMGMKT | $20,841,131 | 258,639 | 2.58% | 2.25% |
| 13 | Dimensional Etf Trust | INTERNATNAL VAL | $17,243,226 | 326,700 | 2.13% | 1.86% |
| 14 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $15,801,255 | 66,498 | 1.95% | 1.71% |
| 15 | Dimensional Etf Trust | WORLD EX US CORE | $14,450,023 | 425,376 | 1.79% | 1.56% |
| 16 | American Centy Etf Tr | US SML CP VALU | $14,317,361 | 129,604 | 1.77% | 1.55% |
| 17 | American Centy Etf Tr | EMERGING MKT VAL | $13,843,204 | 230,797 | 1.71% | 1.5% |
| 18 | Dimensional Etf Trust | INTL CORE EQUITY | $13,538,543 | 381,045 | 1.67% | 1.46% |
| 19 | Dimensional Etf Trust | US SMALL CAP ETF | $13,252,373 | 186,312 | 1.64% | 1.43% |
| 20 | Dimensional Etf Trust | INTL CORE EQT MK | $10,779,375 | 276,678 | 1.33% | 1.17% |
| 21 | Dimensional Etf Trust | US CORE EQUITY 1 | $10,094,227 | 140,042 | 1.25% | 1.09% |
| 22 | Invesco Qqq Tr | UNIT SER 1 | $9,474,410 | 16,415 | 1.17% | 1.02% |
| 23 | Vanguard Star Fds | VG TL INTL STK F | $9,363,313 | 121,428 | 1.16% | 1.01% |
| 24 | American Centy Etf Tr | AVANTIS US SMALL | $8,775,142 | 140,853 | 1.09% | 0.95% |
| 25 | Schwab Strategic Tr | US LCAP GR ETF | $8,412,802 | 288,801 | 1.04% | 0.91% |
Top 25 of 74 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 124 | $25.0M | 2.71% |
| High net worth individuals | 186 | $897M | 96.9% |
| Corporations and other businesses | 3 | $3.2M | 0.34% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Edward White | President & Cco | CFA | Nov 2014 (12y) | 50% – 75% |
| Dustin John White | Principal | Nov 2014 (12y) | 50% – 75% | |
| Adam Howard Wolf | Registered representative | CFP | Jun 2021 (5y) | |
| Eileen Carney Ybanez | Registered representative | Jun 2021 (5y) | ||
| Matthew Todd Griffith | Registered representative | CFP | May 2022 (4y) | |
| Sasa Savkovic | Registered representative | Mar 2025 (1y) |
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) | 03/23/2026 | 975 KB | 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $925M (100% of AUM) Mar 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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗