AUMdb

Bmh Capital Management Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 310891 · Miramar, FL · bmh-capital.com
☆ Save with Pro ADV data as of Jan 15, 2026
Regulatory AUM
$10.0M
Discretionary
$10.0M
Clients
28
Avg AUM / client
$358K
Accounts
28
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 23 $4.7M 46.9%
High net worth individuals 3 $3.9M 39.3%
Corporations and other businesses 2 $1.4M 13.7%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Victoria Manzano Registered representative Sep 2021 (5y)
Federico Henrique Brandt Cordovez Registered representative Mar 2022 (4y)

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)

FormPeriodSize
Form ADV (full filing) 01/15/2026 1.01 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

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having 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: Jan 15, 2026.

View current Form ADV (SEC/IAPD) ↗