BUCKHEAD RESOURCES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
305995
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Buckhead Resources, Inc. is a corporate-structured advisory firm that focuses on financial planning and portfolio management for individuals and small businesses, alongside offering educational seminars and workshops. The firm is individually owned and is set up to charge clients through a mix of percentage-of-AUM fees, hourly billing, and fixed-fee arrangements, indicating flexibility in how it engages clients. Buckhead Resources is not identified as a multi-state adviser, is not an active ESG investor, and does not serve as a pension consultant or related adviser. It does not operate as a capital allocator, which suggests the firm does not manage pooled private funds on behalf of clients. Investment activity centers on combining traditional retail products with access to private-market exposure. The advisor’s stated advisory scope points to a focus on client-level financial planning and bespoke portfolio management rather than operating large institutional strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • RICHARD HALL

    PresidentCRD 3185100

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3480 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth