Buchanan Capital Management, LLC

Overview

Buchanan Capital Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker, integrating insurance solutions into its planning work. Its fee model is flexible—charging a percentage of assets under management as well as offering hourly and fixed-fee engagements—so it can accommodate both ongoing wealth management relationships and one-off planning projects. Investment activity is equity‑centric. The firm shows a clear preference for exchange‑traded equities, which drive the majority of client portfolios. Buchanan Capital Management is not identified as an active ESG investor. Although it maintains multiple branch locations across two states, its regulatory profile indicates it is not set up as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices