Buckhead Capital Management, LLC

RIASEC Registered
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$15.8M
Accounts
365
Employees
13
Advisory reps
11

Firm details

Headquarters
Atlanta, Georgia
CRD number
110707
Registered since
August 9, 2000
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 65%, Other 18%, Investment Grade Corp Bonds 6%, Exchange Traded Equities 5%, Cash & Cash Equivalents 4%, State & Local Bonds 2%65%
  • US Government Bonds65%
  • Other18%
  • Investment Grade Corp Bonds6%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$17.7M in ETFs

Passive

96%

$16.9M

Active

5%

$796K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$2.4M3,12813.49%

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
900 Circle 75 Pkwy Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth