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 is an independent, SEC-registered investment adviser (registered in 2000) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its compensation mix includes asset‑based fees, fixed fees, and performance‑based fees. The firm reports a preference for fixed‑income investing and is not classified as an active ESG investor or a multi‑state adviser. The firm’s public filings and asset breakdown indicate a deliberate tilt toward high-quality fixed-income securities, primarily U.S. government bonds, while also maintaining equity allocations and a variety of alternative exposure through third‑party managers. Buckhead Capital acts as an investment adviser rather than a capital allocator.