Overview
Assets Under Management: $3.9 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 60
Average Client Assets: $4 million
Frequently Asked Questions
BUCKHEAD CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110707), BUCKHEAD CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BUCKHEAD CAPITAL MANAGEMENT, LLC is headquartered in ATLANTA, GA.
BUCKHEAD CAPITAL MANAGEMENT, LLC serves 60 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, BUCKHEAD CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BUCKHEAD CAPITAL MANAGEMENT, LLC manages $3.9 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, BUCKHEAD CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.11
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 310
Discretionary Accounts: 300
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 110707
Last Filing Date: 2024-03-29 00:00:00
Website: https://buckheadcapital.com