Overview
Assets Under Management: $911 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 221
Average Client Assets: $3 million
Frequently Asked Questions
BUCKINGHAM CAPITAL MANAGEMENT, INC. 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 #117984), BUCKINGHAM CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BUCKINGHAM CAPITAL MANAGEMENT, INC. is headquartered in DAYTON, OH.
BUCKINGHAM CAPITAL MANAGEMENT, INC. serves 221 high-net-worth clients according to their SEC filing dated April 11, 2024. View client details ↓
According to their SEC Form ADV, BUCKINGHAM CAPITAL MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BUCKINGHAM CAPITAL MANAGEMENT, INC. manages $911 million in client assets according to their SEC filing dated April 11, 2024.
According to their SEC Form ADV, BUCKINGHAM CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,190
Discretionary Accounts: 2,996
Non-Discretionary Accounts: 194
Regulatory Filings
CRD Number: 117984
Last Filing Date: 2024-04-11 00:00:00
Website: https://mybuckingham.com