BUCKHEAD RESOURCES, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 305995
- Website
- www.buckheadresources.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1RICHARD HALL
PresidentCRD 3185100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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