BUCKHEAD CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2000

Total AUM

$5.8B

Discretionary

$5.8B

100% of AUM

Avg account

$15.8M

Accounts

365

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 110707
Registered since: August 9, 2000
Website: buckheadcapital.com
Custodians: PRINCIPAL SECURITIES, INC., US BANCORP NATIONAL ASSOCIATION, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: State / Municipal Government62.82%
Corporations / Businesses24.7%
Charitable Organizations5.82%
HNWI5.14%
Individuals1.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Buckhead Capital Management, LLC operates as an independent, individual-owned RIA that has been SEC-registered since 2000. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for private clients, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing, fixed-fee engagements and performance-based fees for certain mandates. Filing details indicate a pronounced tilt toward fixed income: U.S. government bonds are the largest asset class on the books. The firm does not identify itself as an active ESG investor and is not presented as a multi-state adviser in the available filing.