Buckhead Capital Management, LLC

RIASEC Registered

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 is an independent, individually owned registered investment adviser. The firm has been SEC-registered since 2000 and serves both individual/family and institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, and larger businesses or institutions. Fee arrangements vary by client and engagement and include percentage-of-AUM fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor.