BUCKRAM SECURITIES LTD

Overview

Buckram Securities Ltd operates as a small broker-dealer and insurance broker that also provides portfolio management for individual clients and small businesses. The firm’s client base is focused on individuals and families, and its advisory model is fee-based, using a mix of percentage-of-AUM and fixed-fee arrangements. Investment activity is centered on public investment vehicles—primarily mutual funds—supported by insurance products such as annuities. The firm does not position itself as an ESG investor and is not structured as a multi-state adviser; its practice appears tailored to a compact client roster handled on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices